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  • Legacy Point Agency
    Life Insurance Agent
    Life Insurance Agent
    21 days ago
    $50000–$120000 yearly
    Full-time
    The Heights, Jersey City

    We’re Hiring Nationwide Join our agency as a Financial Associate and help clients achieve their financial goals using our exclusive Expert Financial Analysis software. Build your own business portfolio, earn promotions based on performance, and enjoy a supportive team environment. We’re looking for motivated, service-minded professionals with strong communication, problem-solving skills, and a passion for making a difference. What we offer: • The chance to own your business portfolio, • Performance-based promotions, • A team-driven, supportive environment, • The opportunity to help individuals and families build brighter financial futures You’ll conduct client consultations, stay on top of industry trends, and ensure top-notch service—all while building a career you can be proud of. Life Insurance Producer License needed. This is a 1099 position - independent contractor.

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  • Beato Services LLC
    Financial consultant
    Financial consultant
    1 month ago
    Part-time
    Manhattan, New York

    Job Overview We are seeking a knowledgeable and motivated Financial Consultant to join our dynamic team. In this role, you will provide expert financial advice and guidance to clients, helping them achieve their financial goals through effective investment strategies and wealth management solutions. The ideal candidate will possess a strong understanding of financial concepts and demonstrate exceptional analytical skills. Duties Conduct comprehensive financial analysis to assess clients' current financial status and future needs. Develop personalized investment management strategies tailored to individual client goals. Provide insights on asset management, ensuring clients are informed about their investment options. Utilize financial software to create reports and track client portfolios effectively. Stay updated on market trends and economic conditions to offer informed advice. Collaborate with clients to understand their financial objectives and educate them on various financial products. Perform research on investment opportunities and corporate accounting practices to enhance client offerings. Maintain strong relationships with clients through regular communication and follow-ups. Requirements Proven experience in sales, preferably within the financial services industry. Strong background in investment management, wealth management, or asset management. Proficiency in financial analysis and technical accounting principles. Familiarity with various financial software tools for reporting and analysis. Excellent research skills with the ability to interpret complex financial data. Strong interpersonal skills with a focus on building lasting client relationships. Ability to communicate complex financial concepts in a clear and concise manner. A degree in finance, accounting, or a related field is preferred but not mandatory. Join us as we help our clients navigate their financial journeys with confidence! Job Types: Full-time, Part-time Pay: Commission Based Work Location: Remote

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  • Phoenix Tech Solutions
    Customer Service Representative (CSR)
    Customer Service Representative (CSR)
    2 months ago
    $20–$25 hourly
    Full-time
    Manhattan, New York

    About Us: At Phoenix Consulting, we are committed to delivering outstanding service and creating exceptional experiences for our customers. We believe that great customer support is key to building long-lasting relationships, and we're looking for a passionate, solution-oriented Customer Service Representative to join our growing team. Key Responsibilities: Respond to customer inquiries via phone, email, live chat, or social media in a timely and professional manner Resolve product or service issues by clarifying complaints, determining the cause, and identifying solutions Maintain detailed and accurate records of customer interactions in our CRM system Collaborate with other departments to ensure customer needs are met Stay updated on product knowledge, company policies, and industry trends Qualifications: High school diploma or equivalent (associate or bachelor's degree is a plus) Previous experience in a customer service role preferred Strong communication, problem-solving, and interpersonal skills Ability to multitask, prioritize, and manage time effectively Proficiency with computers, CRM software, and basic office tools What We Offer: Competitive pay and benefits Opportunities for growth and advancement A supportive, team-oriented environment Flexible scheduling options [if applicable] Paid training and ongoing development

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