Financial Representative
3 weeks ago
$107,500+ at plan commission
Responsibilities:- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Serve as a collaborative team player willing to further development through continued training opportunities
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Candidate is required to hold either a US passport, a green card or a regular renewable EAD (we are not able to contract with F1 Visa - OPT - CPT).
New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY
-
Financial Representative
7 days ago
San Jose, United States New York Life Insurance Company Full timeDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial...
-
Financial Representative
4 weeks ago
San Jose, United States New York Life Insurance Company - Santa Clara General Office Full time$107,500+ at plan commission **Responsibilities**: - Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management - Provide strategic recommendations for products, plans,...
-
Associate Financial Representative
6 days ago
San Diego, United States Modern Woodmen of America Full timeOverview The Modern Woodmen – California Region is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing...
-
Associate Financial Representative
1 week ago
San Marcos, United States Modern Woodmen of America Full timeOverview The Modern Woodmen – South Texas Region is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing...
-
Remote Life Insurance Sales Representative
7 hours ago
San Antonio, United States Karlo Financial Full timeJob DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...
-
Outbound Sales Representative
3 weeks ago
San Jose, United States LTD GLOBAL, LLC Full timeJob DescriptionJob DescriptionLTD Global is expanding and looking for an ambitious and energetic Outbound Sales Representative to join our team. We are looking for a stellar candidate who can help us grow our business and take it to the next level.As an Outbound Sales Representative, you will be the front of the company and will have the dedication to create...
-
Voya San Antonio Financial Advisor
3 weeks ago
San Antonio, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the San Antonio area to work plan sponsor relationships in the education market.This position will be responsible for 403(b)/457...
-
Financial Sales Manager-Business Development
1 week ago
San Jose, California, United States First Citizens Bank Full timeOverview: Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As a Financial Sales Manager at...
-
Financial Sales Manager-Business Development
1 week ago
San Jose, United States First Citizens Bank Full timeOverview: Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As a Financial Sales Manager at...
-
Financial Advisor/ Insurance Professional
4 weeks ago
San Jose, United States New York Life Full timeNew York Life - Silicon Valley - We’re looking for experienced financial professionals to join our team dependable team.Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re...
-
Voya San Antonio Financial Advisor
5 days ago
San Antonio, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the San Antonio area to work plan sponsor relationships in the education market. This position will be responsible for 403(b)/457 enrollment, retirement and investment...
-
Inside Sales Representative
3 weeks ago
San Jose, California, United States Arrow Electronics Full timePosition:Inside Sales RepresentativeJob Description:At Arrow, we are always looking for great talent to join our community. As an Inside Sales Representative you will be selling Arrow's line card of passive, electromechanical and connector products, and be the daily contact for customers and suppliers.What You'll Be Doing:Managing the overall account...
-
Financial Marketing Representative 1
2 weeks ago
San Antonio, United States BD Holt Company Full timeJob DescriptionJob DescriptionJob Summary: The Financial Marketing Representative I works directly with the sales teams in conjunction with external lenders by providing finance solutions for new and used machine purchases, leases, and Rental Purchase Option opportunities for Machine, Crane, Power, and Product Support. Additionally, this individual is...
-
Patient Financial Representative Senior
2 weeks ago
San Antonio, United States Codeforce 360 Full timePatient Financial Representative Senior- Onsite No longer require HS/GED verification Monday-Friday 8 hours Responsibilities Provides back up coverage and support for various positions within RCBS as assigned by the manager Provides coaching and mentoring for associates on transactional processes assigne Roles & Responsibilities This position is a back...
-
Financial Client Services Representative
2 weeks ago
South San Francisco, CA, United States Monterra Credit Union Full timeDo you possess a broad knowledge of financial products and services? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? If so, we’d love to talk with you about Monterra Credit Union’s full-time Financial Services Representative Position! Located in the heart...
-
Financial Sales Manager-Business Development
3 weeks ago
San Jose, California, United States First Citizens Bank Full timeOverview: Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As a Financial Sales Manager...
-
Financial Planner Trainee
2 weeks ago
San Antonio, United States New York Life Full timeCareer Description: New York Life financial planners help clients identify and achieve their financial goals. New York Life is dedicated to prudent financial management, high quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of investment products and...
-
San Diego, United States North Island Credit Union Full timeGeneral SummaryThe Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products and services...
-
San Diego, United States North Island Credit Union Full timeGeneral SummaryThe Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products and services...
-
Financial Advisor
6 days ago
San Antonio, United States Rival Sourcing LLC Full timeResponsibilities Providing a best-in-class service experience to a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing Developing new client relationships through contacts and networking Developing business through retail custodial branches at Charles Schwab, Fidelity, and TD Ameritrade...