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  • Insurance and Investment Sales
    Insurance and Investment Sales
    7 hours ago
    Full-time
    Melville

    Are you interested in building a long-term career in financial services while helping individuals, families, and business owners plan for their financial futures? As a Financial Professional, you will develop client relationships, understand financial needs and goals, and help clients evaluate appropriate insurance and financial solutions. Responsibilities may include: • Building and managing a client base, • Meeting with individuals, families, and business owners, • Identifying financial priorities and long-term goals, • Discussing life insurance and other protection strategies, • Exploring retirement and wealth-building solutions, • Developing professional and referral networks, • Conducting regular client reviews and maintaining ongoing relationships, • Completing required training and obtaining applicable licenses and registrations, • Continuing to develop knowledge of insurance and financial services With the appropriate licenses and registrations, you may also have opportunities to offer investment products and expand your financial-services practice. Training and development Access training, mentoring, licensing preparation, and professional-development resources designed to help you build knowledge and client-service skills. Training may cover insurance and financial products, prospecting, business development, relationship management, sales communication, and ethical business practices. Qualifications • Strong communication and interpersonal skills, • Self-motivation and a goal-oriented approach, • Interest in sales, business development, and financial services, • Ability to build and maintain professional relationships, • Willingness to obtain required insurance licenses and applicable securities registrations, • Commitment to continued learning and professional development Previous experience in financial services is not required. Transferable experience in sales, banking, real estate, account management, recruiting, hospitality, management, education, military service, or community leadership may be valuable. As your experience and qualifications grow, you may have opportunities to pursue professional designations, expand your practice, or explore leadership and management career paths. We are an equal opportunity employer, including for protected veterans and individuals with disabilities.

    Immediate start!
    No experience
    Easy apply
  • Entry-Level B2B Sales Representative
    Entry-Level B2B Sales Representative
    1 day ago
    $40000–$70000 yearly
    Full-time
    Melville

    FortisFi is seeking motivated, ambitious individuals to join its team in an entry-level B2B sales position within the business finance industry. The company helps U.S.-based business owners identify financing solutions through a network of private lenders, banks, hedge funds, and venture capital partners. This is a temporary position with the potential to transition into a full-time role after successful completion of the probationary period. Candidates will be evaluated based on performance, communication, attendance, work ethic, and overall fit with the team. The opportunity is well suited to recent graduates, individuals seeking their first professional role, and candidates interested in building a career in sales or business finance. Previous sales experience is not required. Training, leads, CRM access, dialing tools, and sales infrastructure are provided. Responsibilities • Speak with U.S.-based business owners and understand their financing needs, • Qualify potential financing opportunities, • Present available financing solutions, • Build relationships with business owners and decision-makers, • Respond to questions and objections professionally, • Follow up with prospects throughout the sales process, • Guide qualified clients through the funding process, • Maintain accurate prospect and client information in the CRM, • Work toward individual and team sales goals, • Develop communication, negotiation, and closing skills Qualifications • Motivated, ambitious, and goal-oriented, • Confident and professional communication style, • Coachable and willing to learn, • Comfortable speaking with business owners and decision-makers, • Persistent and able to handle rejection professionally, • Organized, dependable, and accountable, • Interested in sales, business finance, or business development A college degree is not required. A degree in Finance, Business, Economics, Accounting, or a related field is preferred, although equivalent education, coursework, professional experience, or demonstrated knowledge of business finance will be considered. Previous sales experience is preferred but not required. Recent graduates and candidates seeking their first professional role are encouraged to apply. What is provided • Hybrid, on-site, and remote work options, • Company-provided leads, • CRM and sales technology, • Dialing and communication tools, • Sales training, • Established sales processes and infrastructure, • Management and team support, • Base salary plus uncapped commission Interview process 1. Initial interview: Discussion of your background, communication skills, goals, and overall fit with the team., 2. Mock sales call: A simulated sales call to assess communication, sales ability, objection handling, confidence, and closing skills. Performance during the assessment will help determine the starting position and compensation. Schedule Monday–Friday, 9:00 AM–6:00 PM EST Employment structure The position begins as a temporary or probationary role. After successful completion of the probationary period, a full-time position may be offered based on performance and overall fit.

    Immediate start!
    No experience
    Easy apply
  • Outbound Sales Advisor
    Outbound Sales Advisor
    7 hours ago
    $68000–$156000 yearly
    Full-time
    Melville

    Job description Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to ONE of the following questions: Do you have sales or managerial experience in another industry? Have you previously run your own business? Do you have an MBA or other equivalent degree? In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Your first year- You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with complete training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. Job Type: Permanent Benefits: 401(k) Dental insurance Flexible schedule Health insurance Paid time off Tuition reimbursement Vision insurance Supplemental Pay: Bonus opportunities Commission pay

    Immediate start!
    Easy apply
  • Senior Sales Executive
    Senior Sales Executive
    23 days ago
    $68000–$156000 yearly
    Full-time
    Melville

    Job description Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to ONE of the following questions: Do you have sales or managerial experience in another industry? Have you previously run your own business? Do you have an MBA or other equivalent degree? In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Your first year- You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with complete training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. Job Type: Permanent Benefits: 401(k) Dental insurance Flexible schedule Health insurance Paid time off Tuition reimbursement Vision insurance Supplemental Pay: Bonus opportunities Commission pay

    Immediate start!
    Easy apply
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