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  • Business Consultant
    Business Consultant
    2 months ago
    $65000–$85000 yearly
    Full-time
    Flushing, Queens

    Pay: $60,000.00 - $85,000.00 per year Job description: About Eazzy Consulting LLC Eazzy Consulting LLC is a growing business financial consulting firm helping small and mid-sized business owners access working capital solutions nationwide. We work with banks, non-bank lenders, and private capital providers to structure customized funding solutions for business expansion, cash flow stabilization, and growth. We are strategic financial consultants dedicated to helping entrepreneurs stabilize operations and grow sustainably. We are expanding our in-office sales team and hiring Business Financial Consultants immediately. What You Will Do • Make outbound calls to business owners, • Follow up on inbound/outbound leads, • Identify cash flow challenges, • Set appointments and collect documents, • Present funding solutions, • Maintain CRM records, • Work closely with funding team to close deals This is a high-activity sales role. Minimum expectation: 100 calls per day. Performance Expectations • 2,000+ outbound calls per month, • 3–5 appointments per day, • 2+ funded deals per month after ramp-up We provide training — but work ethic is required. Qualifications ✔ Bilingual Mandarin or Cantonese required ✔ Strong communication skills ✔ Comfortable speaking on the phone daily ✔ Organized and disciplined ✔ Sales experience preferred (finance experience a plus) ✔ Must work in-office in Flushing Recent graduates with strong work ethic welcome to apply. Ideal Candidate • Competitive, • Coachable, • Results-driven, • Comfortable speaking with business owners, • Comfortable with structured KPI environment, • Looking to build long-term career in business finance, • Bilingual in Mandarin or Cantonese (Required), • Strong communication and phone skills, • Based near Flushing, NY (In-office role) Growth Opportunities Top performers may advance to: • Senior Consultant, • Team Leader, • Sales Manager What Success Looks Like In your first year, you will: • Learn small business funding products, • Develop strong objection-handling skills, • Build a referral network, • Close consistent deals, • Increase your bonus income High performers may grow into senior or leadership roles. How to Apply Qualified candidates will be contacted for a phone screening followed by in-office interview. Hiring Process Step 1: Resume Submission Step 2: Phone Screening Step 3: In-Person Interview (Flushing Office) Step 4: Offer & Onboarding Visa Sponsorship OPT/CPT available for eligible candidates. H1-B sponsorship may be considered based on performance and company needs. Job Type: Full-time Benefits: • Employee assistance program, • Employee discount, • Professional development assistance, • Referral program Application Question(s): • Are you comfortable making 100+ outbound calls per day?, • Are you willing to work in-office in Flushing, NY?, • What motivates you more: base salary or performance bonus?, • Are you able to Start the job right away?, • Are you bilingual? Language: (Bilingual) • Mandarin (Preferred), • Cantonese (Preferred), • Korean (Preferred) Work Location: In person

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  • Financial Services Representative
    Financial Services Representative
    1 day ago
    $100000–$200000 yearly
    Full-time
    Greenvale

    Are you an ambitious professional looking to accelerate your career with a premier financial service company? Blue Ocean Wealth Solutions, LLC empowers individuals and families to reach meaningful financial milestones through a holistic, client-first planning model. Our firm delivers comprehensive solutions across Insurance, Investments, Retirement Planning, Employee Benefits, and Property & Casualty* strategies. We are seeking a Financial Advisor who is passionate about financial planning, building long-term client relationships, and delivering thoughtful, customized life financial planning guidance. This role is based on-site in our East Hills, Long Island, New York office. Blue Ocean Wealth Solutions has been proudly recognized as a Top Long Island Workplace from 2018–2025 by Schneps Long Island/Long Island Press. Key Responsibilities • Client Relationship Management: Develop and nurture trusted client relationships through detailed needs assessments. Iden, • Customized Solutions: Deliver tailored recommendations in finance and wealth management, including investment strategies, retirement planning, insurance planning, and fee-based financial plans., • Team Collaboration: Partner with our in-house Financial Planning Team** and internal specialists to create integrated, multi-generational wealth solutions., • Portfolio Analysis: Review and analyze client portfolios on an ongoing basis to ensure alignment with evolving goals and market conditions., • Market Monitoring: Track industry developments, regulatory updates, and market trends to provide informed, timely guidance., • Business Development: Proactively grow your book of business through referrals, networking, and strategic prospecting initiatives., • Onboarding Support: Lead clients through the discovery process, account setup, and required documentation. Qualifications • Communication: Strong interpersonal and relationship-building skills., • Education/Experience: Bachelor’s degree preferred, or comparable experience within a financial service company., • Drive: Goal-driven mindset with demonstrated success in sales or business development., • Work Style: Ability to work autonomously while contributing effectively within a collaborative team environment. Why Join Blue Ocean Wealth Solutions, LLC? • High Earning Potential: Competitive compensation structure including commissions, allowances, and bonuses with an estimated first-year earning potential of $100,000–$200,000*., • Full Benefits Package: Medical, dental, vision, HSA, FSA, and a 401(k) with company match., • Mentorship: Direct partnership with a Senior Financial Executive, including access to established client relationships and lead-generation programs., • Licensing Support: Sponsorship and hands-on support to obtain Life, Accident & Health insurance licenses, as well as Series 7 and Series 66 registrations (includes a weekly on-site Series 7 study group)., • Training & Development: Structured six-month Executive Training Program with continued personalized coaching from a locally based Executive Leadership Team., • Product Independence: Ability to offer non-proprietary insurance solutions through third-party partnerships., • Culture: Modern, technology-driven office environment with a strong team-oriented culture, firm-wide awards, and incentive programs. About Us #LI-BOWS1 We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time. Disclaimers: *Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. **To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. *The average expected first-year earnings range is an approximate figure based on historical performance. 401(k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

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