Current jobs related to Entry-Level Financial Service Professional - New York - NYL - John Kelly

  • Entry-Level Financial Services Professional Career

    3 months ago

    New Windsor, United States New York Life - Robert Rice Full time

    Job DescriptionJob Description**Entry-Level Financial Services Professional in New Windsor, NY, US** * Seeking a career opportunity as a Financial Services Professional with New York Life, where you can establish your own practice with the backing of a Fortune 100 company. Responsibilities include guiding individuals, families, and businesses in defining...

  • Financial Services Professional

    2 weeks ago

    New York, United States New York Life Full time

    Company Description New York Life Insurance Company has been helping people put love into action for over 175 years. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We promote a culture of giving and volunteerism, supported by our own New York Life Foundation. We value development, career growth,...

  • Entry - Level Financial Advisor

    2 months ago

    New York, United States Northwestern Mutual - Madison Ave Full time

    Job DescriptionJob DescriptionWe are seeking eager, strategic, and definitive individuals to fill an entry-level financial representative position that offers room for growth and a promising job outlook. On a typical day, you will be responsible for prospecting for clients, providing them with solutions and information about available products, maintaining a...

  • Entry - Level Financial Advisor

    7 days ago

    New York, United States Northwestern Mutual - Madison Ave Full time

    Job DescriptionJob DescriptionWe are seeking eager, strategic, and definitive individuals to fill an entry-level financial representative position that offers room for growth and a promising job outlook. On a typical day, you will be responsible for prospecting for clients, providing them with solutions and information about available products, maintaining a...

  • Entry - Level Financial Advisor

    2 months ago

    New York, United States Northwestern Mutual Full time

    Description We are seeking eager, strategic, and definitive individuals to fill an entry-level financial representative position that offers room for growth and a promising job outlook. On a typical day, you will be responsible for prospecting for clients, providing them with solutions and information about available products, maintaining a client book, and...

  • Entry Level Customer Service

    7 days ago

    New York, United States ACI Full time

    Who are we looking for in an Entry Level Customer Service Sales Manager? Does a fast-paced career in customer service and sales training with an innovative and thriving industry leader sound interesting to you? If so, read on! We are seeking motivated and competitive Entry Level Customer Service & Sales Managers to join our team. If you are looking for a...

  • Entry Level Customer Service

    2 months ago

    New York, United States Peak State Partners Full time

    **YOU MUST BE IN NYC IN ORDER TO APPLY** Are you seeking to build your career in the dynamic field of marketing while honing your customer service skills? Look no further - we have an exciting opportunity tailored just for you! Join our esteemed marketing company as an Entry Level Customer Service Representative and gain invaluable experience, professional...

  • Entry Level Customer Service

    2 weeks ago

    New York, United States AURA Full time $36,000 - $42,000

    Job DescriptionJob Description**YOU MUST BE IN NYC IN ORDER TO APPLY**Are you seeking to build your career in the dynamic field of marketing while honing your customer service skills? Look no further – we have an exciting opportunity tailored just for you! Join our esteemed marketing company as an Entry Level Customer Service Representative and gain...

  • Entry Level Customer Service

    1 week ago

    New York, United States AURA Full time $36,000 - $42,000

    Job DescriptionJob Description**YOU MUST BE IN NYC IN ORDER TO APPLY**Are you seeking to build your career in the dynamic field of marketing while honing your customer service skills? Look no further – we have an exciting opportunity tailored just for you! Join our esteemed marketing company as an Entry Level Customer Service Representative and gain...

  • Financial Services Professional

    2 weeks ago

    New York, United States Bankers Life Full time

    Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider...

  • Entry Level Customer Service Representative

    1 day ago

    New York, United States Moxie Management Full time

    Allow your career to flourish with our incomparable upbeat supportive team atmosphere! We are a customer-centric, family-focused company with a relentless drive to deliver exceptional value to our clients. Our mission is to build engaged, lifelong relationships, and put our customers at the heart of everything we do. We strive to propel revenue and build...

  • Entry Level Customer Service Representative

    1 month ago

    New York, United States Embrace Management, Inc. Full time

    Allow your career to flourish with our incomparable upbeat supportive team atmosphere! We are a customer-centric, family-focused company with a relentless drive to deliver exceptional value to our clients. Our mission is to build engaged, lifelong relationships, and put our customers at the heart of everything we do. We strive to propel revenue and build...

  • Financial Services Representative

    6 days ago

    New York, New York, United States FLUSHING FINANCIAL CORP Full time

    Our Commitment to Community: Flushing Financial Corp has been a vital part of the community for over 90 years, dedicated to providing exceptional support and services to individuals, families, professionals, and businesses.We offerOUR EMPLOYEES: Comprehensive Medical, Dental, & Vision Insurance, Short and Long Term Disability, Group Term Life Insurance, 401K...

  • Financial Services Professional

    3 days ago

    New York, New York, United States Prudential Advisors - NYCNJ Full time

    Job DescriptionWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Professional. As a key member of our team, you will be responsible for developing and implementing financial plans for our clients, providing exceptional customer service, and building strong relationships with new and existing...

  • Entry Level Marketing and Customer Service Rep

    4 weeks ago

    New York, New York, United States Anchor International Full time

    ASAP Hire Entry Level Marketing and Customer Service Rep Are you looking for a career in customer service, leadership, business development, marketing or sales, but have little or no experience? Having a hard time getting your foot in the door with a successful, proven firm? We may be just what you're looking for. With recent expansion in the past few...

  • Entry Level Customer Service Specialist

    4 months ago

    New York, United States Peak State Partners Full time

    **YOU MUST LIVE IN NYC TO APPLY** Are you a driven individual looking to ignite your career while providing top-notch customer service? We've got the perfect opportunity for you! Join our innovative marketing company as an Entry Level Customer Service Specialist and gain valuable experience, professional growth, and a solid foundation in the exciting world...

  • Entry Level Customer Service Specialist

    2 weeks ago

    New York, United States AURA Full time $39,000 - $45,000

    Job DescriptionJob Description**YOU MUST LIVE IN NYC TO APPLY**Are you a driven individual looking to ignite your career while providing top-notch customer service? We've got the perfect opportunity for you! Join our innovative marketing company as an Entry Level Customer Service Specialist and gain valuable experience, professional growth, and a solid...

  • Entry Level Customer Service Specialist

    5 days ago

    New York, United States AURA Full time $39,000 - $45,000

    Job DescriptionJob Description**YOU MUST LIVE IN NYC TO APPLY**Are you a driven individual looking to ignite your career while providing top-notch customer service? We've got the perfect opportunity for you! Join our innovative marketing company as an Entry Level Customer Service Specialist and gain valuable experience, professional growth, and a solid...

  • Financial Services Professional

    3 days ago

    New York, New York, United States Prudential Advisors - NYCNJ Full time

    Job DescriptionWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Professional. As a key member of our team, you will be responsible for developing and implementing financial plans for our clients, providing exceptional customer service, and building strong relationships with new and existing...

  • Financial Services Specialist

    7 days ago

    New York, New York, United States Prudential Financial Full time

    Join Prudential Financial as a Financial Services SpecialistPrudential Financial is seeking motivated and ambitious individuals in the Buffalo-Niagara region who are eager to embark on a rewarding career in financial services. We are dedicated to supporting your professional growth and providing valuable resources for you and your clients. At Prudential, you...

Entry-Level Financial Service Professional

2 months ago

New York, United States NYL - John Kelly Full time
Description

We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a Life Insurance Agent while helping clients achieve their financial goals. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses toward the financial strategy that is right for them. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by their customers its first priority.

Responsibilities

•Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
•Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
•Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
•Participate in educational meetings or seminars relevant to client risk-tolerant and financial objectives for research prior to offering sound financial advice
•Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer

Qualifications

•The ability to successfully network to prospect, new potential clients, is a must
•Uncompromising integrity and the ability to effectively communicate complex programs and ideas are required
•Strong relationship management skills and/or experience required