Financial Representative
2 weeks ago
**Who We Are**:
- A financial services institution that specializes in assisting small to medium size business
- In depth experience and relationships in the lending space
- A positive and uplifting culture that promotes thoroughness, timeliness, and transparency
- Active for 7 years with a combined experience of 15+ years in this field
**Financial Services Representative Responsibilities**:
- Outbound calling potential clients to inform them of the various financial products and services we offer.
- Schedule meetings with prospective inbound clients to discuss their financial needs and goals.
- Collect pertinent client information for superiors to match with our products that align with client needs.
- Develop and sustain long-term relationships with clients to encourage repeat business and client referrals.
- Develop in-depth knowledge of our financial products to advise clients accordingly.
- Hit minimum weekly, monthly, annual productivity, and sales metrics.
**Benefits**:
- Uncapped **commission only** pay. (First year employees average a floor of $50,000.00 and increase year over year)
- Career advancement opportunities.
- Professional work environment and positive company culture including lunch provided on Fridays, company outings, and once a week 30 minute team building activities
- Free training, extensive support, and mentorship program.
**Financial Services Representative Requirements**:
- Bachelor's Degree preferred, but **NOT **required
- Past sales experience of 1-2 years is preferred.
- Experience with Microsoft, CRMs, and calling systems preferred.
- Strong problem-solving skills.
- Ability to thrive in a dynamic environment.
- Effective communication skills.
Pay: $50,000.00 - $100,000.00 per year
Compensation package:
- Commission pay
- Uncapped commission
Schedule:
- Monday to Friday
**Experience**:
- Sales: 1 year (required)
- B2B sales: 1 year (preferred)
- Cold calling: 1 year (preferred)
Work Location: In person
-
Financial Services Representative
3 months ago
New York, United States Fifth Avenue Financial Full timeJob DescriptionJob DescriptionThe Opportunity:Fifth Avenue Financial is looking for a Financial Services Representative to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis.Job Responsibilities:Build a...
-
Financial Services Representative
4 weeks ago
New York, United States Fifth Avenue Financial Full timeJob DescriptionJob DescriptionThe Opportunity:Fifth Avenue Financial is looking for a Financial Services Representative to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis.Job Responsibilities:Build a...
-
Financial Representative
3 weeks ago
New York, United States Strategies for Wealth Full timeStrategies for Wealth is looking to fill an immediate opening for a highly organized and experienced Financial Representativewith a passion for preparing, negotiating, and closing deals. As a Financial Representative, you'll be responsible for adjusting your selling strategy to meet sales goals, look for clients through networking and cold calling, and offer...
-
Financial Representative
6 days ago
New York, United States Strategies for Wealth Full timeFinancial Representative Strategies for Wealth: 437 Madison Ave, NY and 800 Westchester Ave, Rye Brook, NY Overview Our Financial Representatives and Advisors act as advocates for clients and are committed to continually enhance, enrich, and serve their community. They problem-solve for their clients, researching and proposing educated financial...
-
Financial Representative
3 weeks ago
New York, United States Northwestern Mutual Full timeFinancial Advisors at Northwestern Mutual’s Midtown NYC Office help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning...
-
Financial Sales Representative
1 week ago
New York, United States Northwestern Mutual Full timeFinancial Sales RepWhen getting started in Finance it's important to join a firm that will give you the most opportunities for success. The Wealth Management Advisor program will get you started in a difficult yet lucrative career. We're going to sponsor and pay for your licenses (Series 6/7, 63/66), and teach you how to work with Business Owners, Families,...
-
Financial Sales Representative
1 month ago
New York, United States Northwestern Mutual Full timeFinancial Sales RepWhen getting started in Finance it's important to join a firm that will give you the most opportunities for success. The Wealth Management Advisor program will get you started in a difficult yet lucrative career. We're going to sponsor and pay for your licenses (Series 6/7, 63/66), and teach you how to work with Business Owners, Families,...
-
Financial Sales Representative
4 weeks ago
New York, United States Northwestern Mutual Full timeFinancial Sales RepWhen getting started in Finance it's important to join a firm that will give you the most opportunities for success. The Wealth Management Advisor program will get you started in a difficult yet lucrative career. We're going to sponsor and pay for your licenses (Series 6/7, 63/66), and teach you how to work with Business Owners, Families,...
-
Financial Advisor
3 months ago
New York, United States Forest Hills Financial Group Full timeJob DescriptionJob DescriptionForest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for...
-
Remote Financial Professional
2 weeks ago
New York, United States Experior Financial Group Full timeAre you looking for a REMOTE position ? Passionate and eager to embark on a rewarding career in the Insurance Sales Industry? We are seeking a motivated and licensed Insurance Sales Representative to join our team on a 1099 commission-based arrangement. As a representative, you will be responsible for cultivating relationships with clients, understanding...
-
Senior Client Services Representative
1 month ago
New York, United States Cetera Financial Group Full timeJob Description This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork,...
-
Senior Client Services Representative
4 weeks ago
New York, United States Cetera Financial Group Full timeJob Description This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork,...
-
Student Financial Services Representative
4 weeks ago
New York, United States Marymount Manhattan Col Full timeJob DescriptionJob DescriptionESSENTIAL JOB FUNCTION:The Student Financial Services Representative is an entry-level position in the Center for Student Services. Representatives are the College’s initial customer service contact between students, their parents, and key student service areas: Student Accounts (Bursar), Student Aid (Financial Aid), and an...
-
Student Financial Services Representative
1 month ago
New York, United States Marymount Manhattan Col Full timeJob DescriptionJob DescriptionESSENTIAL JOB FUNCTION:The Student Financial Services Representative is an entry-level position in the Center for Student Services. Representatives are the College’s initial customer service contact between students, their parents, and key student service areas: Student Accounts (Bursar), Student Aid (Financial Aid), and an...
-
Financial Representative Trainee
6 days ago
New York, United States Thoroughbred Advisors Full timeOverview Are you outgoing? Do you look forward to unique challenges every day? Do you have an entrepreneurial spirit? Do you want to have control of your earning potential? If you answer, yes, to any of these questions, a career as a National Life Group Financial Representative may be right for you. Job Responsibilities - Source prospects and acquire...
-
Financial Representative Trainee
2 weeks ago
New York, United States Thoroughbred Advisors Full timeOverview Are you outgoing? Do you look forward to unique challenges every day? Do you have an entrepreneurial spirit? Do you want to have control of your earning potential? If you answer, yes, to any of these questions, a career as a National Life Group Financial Representative may be right for you. Job Responsibilities - Source prospects and acquire...
-
Financial Sales Representative
2 weeks ago
New York, United States Premium Merchant Funding Full time**Join Our Team at Premium Merchant Funding** **About Us**: At Premium Merchant Funding, we are more than just a fintech company; we are a cohesive team dedicated to empowering small and medium-sized businesses with transformative financial solutions. Situated in the vibrant heart of New York’s Financial District, we are renowned as one of the country's...
-
Business Development Representative
2 weeks ago
New York, United States Macrobond Financial AB Full timeAt Macrobond, we are dedicated to transforming the way people work with economic and financial data, one click at a time. We understand that time is the scarcest asset, which is why we strive to convert every second into value. Our mission is to revolutionize the way financial and economic intelligence is analyzed, visualized, and shared, turning hours of...
-
Financial Representative
2 weeks ago
York, United States Modern Woodmen Full timeThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About you Entrepreneurial mindset - approaches professional situations with persistence, hard work, adaptability,...
-
Financial Brokerage Representative
1 week ago
New York, United States New York Life Insurance Co Full time**Location Designation**: Hybrid - 3 days per week When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing...