Financial Sales Professional
3 weeks ago
We are seeking a highly motivated and self-disciplined individual to join our team as a Financial Sales Professional. As a Financial Sales Professional, you will be responsible for prospecting and contacting potential clients to discuss their financial needs and concerns.
Responsibilities- Prospect and contact potential clients to discuss their financial needs and concerns
- Participate in and complete the New York Life training curriculum to build your professional skills and knowledge
- Increase your client base by creating and implementing strategic business and marketing plans
- Articulate complicated concepts using superb written and verbal communication skills
- Growth mindset and sales experience strongly preferred
- Must be able to engage your community and tap personal networks to identify contacts
- Strong business acumen
New York Life is among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA).
We have been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019. Our new blended training and development program is designed to work with your schedule and in this type of role that makes all the difference.
Our multifaceted system includes: in conjunction with in-office training; a comprehensive and user-friendly learning experience within New York Life's online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want.
-
Senior Financial Professional
4 weeks ago
Bethesda, Maryland, United States Creative Financial Staffing Full time{"h2": "Senior Accountant Role Overview", "p": "At Creative Financial Staffing, we are seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for maintaining the accuracy and integrity of our financial records. Your expertise will be essential in ensuring the company's financial health and stability.",...
-
Senior Financial Professional
3 days ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeAbout the Opportunity:Creative Financial Staffing is seeking a highly skilled Senior Accountant to join their team in Bethesda. As a Senior Accountant, you will be responsible for a variety of financial tasks, including general ledger accounting, bank reconciliations, and financial reporting.Key Responsibilities:Post journal entries to the general...
-
Senior Financial Professional
4 weeks ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeAbout the Opportunity:Creative Financial Staffing is seeking a highly skilled Senior Accountant to join their team in Bethesda. As a Senior Accountant, you will be responsible for post journal entries to the general ledger, performing bank reconciliations, and compiling and analyzing financial information to prepare entries to general ledger accounts.Key...
-
Bilingual Financial Professional
2 days ago
Bethesda, Maryland, United States New York Life Insurance Company Full timeJob DescriptionAt New York Life Insurance Company, we're seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to drive business growth and achieve sales targets.Key Responsibilities:Develop and execute sales...
-
Financial Sales Representative
2 weeks ago
Bethesda, Maryland, United States New York Life Full timeAbout the RoleWe are seeking a highly motivated and self-disciplined individual to join our team as a Financial Sales Representative. As a representative, you will work with clients to understand their financial needs and concerns, and provide guidance on insurance and investment solutions.ResponsibilitiesProspect and contact potential clients to discuss...
-
Financial Sales Representative
3 weeks ago
Bethesda, Maryland, United States New York Life - Bethesda, MD Full timeJob OpportunityNew York Life - Bethesda, MD is seeking a highly motivated and self-disciplined individual to join our team as a Financial Sales Representative. As a Financial Sales Representative, you will have the opportunity to build a rewarding career while helping clients achieve their financial goals.About the RoleThis is a remote opportunity for...
-
Experienced Sales Professional
4 weeks ago
Bethesda, Maryland, United States New York Life - Washington DC - Virginia Full timeJob OpportunityWe are seeking an experienced sales professional to join our team at New York Life in Washington DC - Virginia. As a sales representative, you will have the opportunity to expand and grow a practice with our unlimited opportunities.Our company provides the training, support network, and resources to help you reach - and exceed - your goals. If...
-
Financial Sales Representative
2 days ago
Bethesda, Maryland, United States New York Life Full timeAbout the RoleWe're seeking a highly motivated individual to build a rewarding career as a life insurance agent with New York Life.You'll guide individuals, families, and businesses toward the financial strategies that best meet their needs while working with a stable, industry-leading company.Key ResponsibilitiesProspect and contact potential clients to...
-
Lead Financial Analyst
3 weeks ago
Bethesda, Maryland, United States Jamison Professional Services, Inc. Full timeJob Title: Lead Financial AnalystJamison Professional Services, Inc. is seeking a highly skilled Lead Financial Analyst to join our team. As a key member of our financial operations team, you will be responsible for leading the analysis and management of financial data, ensuring accurate and timely financial reporting, and providing strategic financial...
-
Financial Analyst
3 weeks ago
Bethesda, Maryland, United States Jamison Professional Services, Inc. Full timeJob Title: Financial AnalystWe are seeking a highly skilled Financial Analyst to join our team at Jamison Professional Services, Inc. The successful candidate will be responsible for providing financial analysis and support to our clients in the healthcare industry.Key Responsibilities:Process medical accounts receivables by maintaining ledgers, compiling,...
-
Financial Services Professional
2 weeks ago
Bethesda, Maryland, United States New York Life - Bethesda, MD Full timeJob OpportunityWe are seeking a skilled and detail-oriented individual to join our team as a Financial Services Professional. As a key member of our team, you will work closely with clients to develop and implement personalized financial plans that meet their unique needs and goals.Responsibilities:Compile comprehensive financial profiles for clients to...
-
Financial Services Professional
3 days ago
Bethesda, Maryland, United States New York Life Full timeUnlock Your Future in Financial ServicesWe're seeking a driven, money-minded individual to join our team as an Entry-Level Financial Advisor. If you have a passion for building lasting relationships and an interest in financial data, estate planning, business administration, mutual funds, and beyond, we want to hear from you.ResponsibilitiesWork directly...
-
Bilingual Financial Professional
2 weeks ago
Bethesda, Maryland, United States New York Life Insurance Company Full timeJob OpportunityWe are seeking a highly motivated and skilled Bilingual Financial Professional to join our team at New York Life Insurance Company. As a Bilingual Financial Professional, you will have the opportunity to work with clients from diverse backgrounds and provide them with expert financial guidance and advice.Key Responsibilities:Provide financial...
-
Insurance Sales Professional
2 weeks ago
Bethesda, Maryland, United States Chris Aguirre - State Farm Agent Full timeAbout UsAt Chris Aguirre State Farm, we pride ourselves on being a trusted insurance agency that has been serving our community for over a decade. Our commitment to exceptional customer service and providing the best insurance solutions has earned us a reputation as a leader in the industry.Role and ResponsibilitiesAs a Sales Representative at Chris Aguirre...
-
Senior Financial Professional
1 day ago
Bethesda, Maryland, United States TriSource Staffing Solutions Full timeJob OverviewTriSource Staffing Solutions is seeking a highly skilled Senior Financial Professional to lead our accounting team.Responsibilities: Full cycle accounting Month end close and reconciling general ledger accounts Posting journal entries Preparing financial reports Maintaining accrual schedules Payroll accrualsRequirements: Bachelor's in Accounting...
-
Financial Manager
1 week ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeAccounting ManagerWe are seeking a highly skilled Accounting Manager to join our client, a dynamic investment firm. This firm specializes in managing a diverse portfolio of assets, including sports-related businesses across the United States. As part of their continued growth and reorganization, they are centralizing their operations and looking for an...
-
Financial Services Associate
3 weeks ago
Bethesda, Maryland, United States Strategic Financial Associates, LLC Full timeJob SummaryWe are seeking a highly skilled Associate Financial Advisor to join our team at Strategic Financial Associates, LLC. As a key member of our wealth management team, you will be responsible for managing an existing block of clients, supporting the Financial Advisor in developing and enhancing existing client relationships, and acting as a key point...
-
Financial Recovery Specialist
4 weeks ago
Bethesda, Maryland, United States Creative Financial Staffing Full time{"title":"Collections Specialist Role Overview","content":"At Creative Financial Staffing, we are seeking a skilled Collections Specialist to join our team. As a Collections Specialist, you will play a critical role in helping our clients manage their cash flow and recover outstanding debts.About the Company:We are a leading staffing agency specializing in...
-
Optical Sales Professional
1 month ago
Bethesda, Maryland, United States EssilorLuxottica Full timeJob SummaryWe are seeking a highly motivated and customer-focused Optical Sales Professional to join our team at EssilorLuxottica. As a key member of our sales team, you will be responsible for delivering exceptional customer service and driving sales growth in our optical retail stores.Key ResponsibilitiesSales and Customer Service: Consistently meet or...
-
Construction Sales Professional
3 weeks ago
Bethesda, Maryland, United States Potomac Outdoor Living Full timeJob Title: Sales Representative (Outdoor Living) – Construction IndustryWe are seeking a motivated and experienced Sales Representative with a background in construction to join our dynamic sales team at Potomac Outdoor Living.Key Responsibilities:Identify and pursue new business opportunities within our construction industry.Establish and maintain strong...