Insurance and Financial Services Representative

2 days ago


New York, New York, United States James Grossi - State Farm Agent Full time
Job Title: Insurance and Financial Services Representative

We are seeking a highly motivated and customer-focused Insurance and Financial Services Representative to join our team at James Grossi - State Farm Agent. As a key member of our team, you will be responsible for establishing customer relationships, following up with customers, and using a customer-focused, needs-based review process to educate customers about insurance options.

Responsibilities:
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Establish customer relationships and follow up with customers, as needed.
Requirements:
  • Interest in marketing products and services based on customer needs.
  • Excellent communication skills - written, verbal and listening.
  • People-oriented.
  • Detail oriented.
  • Proactive in problem solving.
  • Able to learn computer functions.
  • Ability to work in a team environment.
What We Offer:
  • 401k.
  • Salary plus commission/bonus.
  • Health benefits.
  • Paid time off (vacation and personal/sick days).
  • Growth potential/Opportunity for advancement within my agency.
  • Hiring Bonus.


  • New York, New York, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our mission is to provide exceptional customer service and deliver customized financial solutions that address the evolving needs of our clients.Job SummaryWe are seeking a highly motivated and...


  • New York, New York, United States Farm Bureau Financial Services Full time

    About the Role:We are seeking a highly skilled and customer-focused Member Service Representative to join our team at Farm Bureau Financial Services. As a key member of our organization, you will play a critical role in delivering exceptional customer service and ensuring the smooth operation of our policy billing processes.Key Responsibilities:Process daily...


  • New York, New York, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.Job...


  • New York, New York, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.Job...


  • New York, New York, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.Job...


  • 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...


  • New York, New York, United States Fifth Avenue Financial Full time

    Financial Services Representative OpportunityFifth Avenue Financial is seeking a skilled Financial Services Representative to contribute to our team's success. This role offers a 100% commission-based compensation structure, directly tied to individual performance. Our office is located in New York, NY, and we require our representatives to work on a hybrid...


  • New York, New York, United States New York Life Full time

    About the RoleWe are seeking a highly skilled and customer-focused Service Analyst to join our team at New York Life. As a Service Analyst, you will be responsible for providing exceptional service to our clients by processing financial and non-financial transactions with accuracy and efficiency.Key ResponsibilitiesProcess routine and complex financial and...


  • New York, New York, United States Fifth Avenue Financial Full time

    Job OpportunityFifth Avenue Financial is seeking a Financial Services Representative to fill a key role in our organization.Key Responsibilities:Build a portfolio of customers and provide tailored financial advice to meet their specific needs and objectives.Analyze customer financial situations and offer financial services and insurance products that align...


  • New York, New York, United States Catholic Charities of the Archdiocese of Newark Full time

    Job OverviewCatholic Charities of the Archdiocese of Newark is in search of a Full-Time Financial Services Representative for its Patient Account program.ROLE RESPONSIBILITIES:The Financial Services Representative will manage all patient information within the designated systems, conduct client insurance verifications, and monitor client authorizations and...


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

    Job Title: Entry-Level Financial AdvisorWe are seeking a highly motivated and strategic individual to fill an entry-level financial representative position at Northwestern Mutual - Madison Ave. This role offers a promising job outlook and opportunities for growth and development.Key Responsibilities:Create customized financial plans for clients based on...


  • New York, New York, United States Stifel Financial Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Relationship Manager to join our team at Stifel Financial. As a key liaison between our clients and our investment solutions, you will be responsible for ensuring that our clients have access to the full range of investment solutions available to them.Key ResponsibilitiesDevelop...


  • New York, New York, United States Alliant Insurance Services Full time

    Job SummaryWe are seeking a highly skilled Surety Account Representative to join our team at Alliant Insurance Services. As a Surety Account Representative, you will be responsible for providing exceptional customer service and support to our clients, while also driving business growth and retention.Key ResponsibilitiesDiscuss strategy with producers or...


  • New York, New York, United States edwin mata - State Farm Agent Full time

    Job OpportunityWe are seeking a highly motivated and customer-focused professional to join our team as a Financial Services Position State Farm Agent Team Member. As a key member of our team, you will play a vital role in helping our business grow through value-based conversations and exceptional customer experiences.ResponsibilitiesProvide exceptional...


  • New York, New York, United States Mary Alice Ubal - State Farm Agent Full time

    About Our AgencyOur mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.Job ResponsibilitiesEstablish customer...


  • New York, New York, United States Ameriprise Financial Services, LLC Full time

    Associate Financial AdvisorWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Ameriprise Financial Services, LLC. As an Associate Financial Advisor, you will play a critical role in building relationships with clients and providing personalized financial advice and recommendations.Key...


  • New York, New York, United States Alan Wheeler - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused professional to join our team as an Insurance and Financial Services Position - State Farm Agent Team Member. As a key member of our team, you will play a vital role in helping our business grow through value-based conversations and exceptional customer experiences.ResponsibilitiesProvide...


  • New York, New York, United States Catholic Charities of the Archdiocese of Newark Full time

    Job Title: Financial RepresentativeCatholic Charities of the Archdiocese of Newark is seeking a skilled Financial Representative to join its team in Newark, New Jersey.Job Summary:The Financial Representative will be responsible for maintaining patient data, verifying client insurance, tracking authorizations and claim denials, and assisting with...


  • New York, New York, United States Marymount Manhattan Col Full time

    Job Title: Student Financial Services RepresentativeJob Summary:The Student Financial Services Representative is a key member of the Center for Student Services team, providing exceptional customer service to students, parents, and faculty. This entry-level position requires strong communication skills, attention to detail, and the ability to work in a...


  • New York, New York, United States PrecisionHire Systems Full time

    Job OverviewAt PrecisionHire Systems, we are dedicated to delivering outstanding financial and insurance solutions tailored to our clients' needs. Our commitment to integrity, innovation, and personalized service empowers clients to achieve their financial aspirations and secure their future.Position: Skilled Insurance Consultant & Financial Services...