Insurance and Financial Services Professional
4 weeks ago
At Greg LoCascio - State Farm Agent, we're seeking a highly motivated and results-driven Producer who can excel in a fast-paced sales environment. As an Account Representative, you'll be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate products and services. You'll work closely with our agent to establish and meet marketing goals, while maintaining a strong work ethic and commitment to success. If you're a sales-oriented individual with a passion for building long-lasting customer relationships, we encourage you to apply for this exciting opportunity.
Responsibilities:- Develop and execute sales strategies to meet or exceed sales targets
- Build and maintain strong relationships with customers to identify their needs and provide tailored solutions
- Collaborate with the agent to develop and implement marketing plans to achieve business objectives
- Stay up-to-date on industry trends and product knowledge to provide expert advice to customers
- 1-2 years of sales experience, preferably in a similar industry
- Proven track record of meeting or exceeding sales targets
- Excellent communication and interpersonal skills
- Property & Casualty license preferred, but not required
- Competitive hourly pay plus commission/bonus
- Paid time off (vacation and personal/sick days)
- 401K with match
- Growth potential/Opportunity for advancement within the agency
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Financial Services Professional
4 weeks ago
New York, New York, United States Fifth Avenue Financial Full timeJob OverviewFifth Avenue Financial is seeking a skilled Financial Services Representative to drive business growth and deliver exceptional customer experiences.Key Responsibilities:Build and maintain a portfolio of customers, providing tailored financial advice and services to meet their unique needs and objectives.Analyze customer financial situations and...
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Financial Services Accountant Professional
8 hours ago
New York, New York, United States Phaxis - Financial Services Full timeAbout Phaxis - Financial ServicesWe are a leading financial services company looking for an experienced Senior Accountant to join our team.
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Financial Services Professional
1 month ago
New York, New York, United States New York Life Insurance Company Full timeJob OverviewAs a Financial Professional with New York Life Insurance Company, you will play a crucial role in guiding individuals, families, and businesses towards their financial goals. You will leverage our comprehensive insurance and financial product lines to provide tailored solutions and expert advice. Key Responsibilities Develop and maintain strong...
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Financial Services Professional
4 weeks ago
New York, New York, United States Experior Financial Group Full timeExperior Financial Group is seeking a skilled Life Insurance Agent to provide expert advice to clients and recommend insurance products. The ideal candidate will possess excellent communication skills, display good analytical skills, and provide excellent customer service.Key Responsibilities:Provide advice to clients and recommend insurance products.Provide...
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Financial Services Professional
1 month ago
New York, New York, United States Forest Hills Financial Group Full timeFinancial Advisor RoleForest Hills Financial Group, a member of The Guardian Network, is seeking a Financial Advisor to work with individuals and businesses in the New York Metropolitan Market. This is a HYBRID position, requiring a strong work ethic and high integrity.About the Role:As a Financial Advisor, you will work with clients to understand their...
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New York, New York, United States New York Life (Brooklyn) Full timeJob Description:New York Life (Brooklyn) is seeking a highly motivated and self-disciplined financial professional to join our team. As a financial professional with New York Life, you will have the opportunity to build your practice and help individuals in your community plan for their financial futures.Key Responsibilities:Develop and implement...
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New York, New York, United States New York Life (Brooklyn) Full timeAbout the OpportunityWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life (Brooklyn). As an Insurance and Investment Specialist, you will have the opportunity to build a successful career in the financial services industry while making a positive impact in the lives of our clients.Job...
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Financial Services Professional
4 weeks ago
New York, New York, United States Northwestern Mutual Full timeFinancial Planning Role at Northwestern MutualWe are seeking a skilled Financial Services Professional to join our team at Northwestern Mutual. As a Financial Planner, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve success.Key Responsibilities:Develop and implement financial plans to...
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Financial Services Professional
4 weeks ago
New York, New York, United States Flagstar Bank Full timeJob Title: Financial Services ProfessionalJob Summary:Flagstar Bank is seeking a Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. You will advise and assist...
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Financial Services Professional
3 weeks ago
New York, New York, United States Northwestern Mutual Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Northwestern Mutual. As a Financial Services Professional, you will have the opportunity to develop and implement financial plans to help clients achieve their goals and provide the financial tools and support to help them get there.Our...
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Insurance and Financial Services Professional
1 month ago
New Hartford, New York, United States Neil Campbell - State Farm Agent Full timeJob OverviewAre you a customer-focused individual with a passion for insurance and financial services? Do you enjoy working with the public and building strong relationships? If so, we may have the perfect opportunity for you as a State Farm Agent Team Member.As a State Farm Agent Team Member, you will be responsible for providing exceptional customer...
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Financial Services Associate
1 month ago
New York, New York, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Services Associate to join our team at Stifel Financial. As a key member of our client services team, you will be responsible for providing exceptional support to our financial advisors and clients.Key ResponsibilitiesAssist financial advisors with opening and maintaining client...
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Insurance and Financial Services Professional
1 month ago
New York, New York, United States Greg LoCascio - State Farm Agent Full timeJob OpportunityJob Opportunity We are seeking a highly motivated and goal-oriented Producer to join our team at the Greg LoCascio Insurance Agency. As an Account Representative, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate products and services. Your knowledge of insurance...
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Financial Lines Insurance Intern
1 month ago
New York, New York, United States Berkshire Hathaway Specialty Insurance Full timeJob OpportunityBerkshire Hathaway Specialty Insurance is seeking an entry-level candidate to join the Executive and Professional (E&P) team as an intern in New York.The Intern will receive real-time on-the-job training with exposure to the world of management liability insurance, with a focus on financial institutions, including banks, insurance companies,...
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Insurance Sales Professional
4 weeks ago
New York, New York, United States Sands Insurance Services LLC Full timeJob OverviewSands Insurance Services LLC is seeking a highly motivated and sales-driven individual to join our team as a Licensed Insurance Sales Representative.This is a full-time opportunity with flexible hours during the week and weekends.As a Licensed Insurance Sales Representative, you will be responsible for providing excellent customer service by...
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Financial Lines Insurance Underwriter Intern
1 month ago
New York, New York, United States Berkshire Hathaway Specialty Insurance Full timeJob OverviewBerkshire Hathaway Specialty Insurance is seeking a highly motivated and detail-oriented intern to join our Executive and Professional team in New York. As a Financial Lines Insurance Underwriter Intern, you will have the opportunity to gain hands-on experience in the world of management liability insurance, with a focus on financial...
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Insurance Account Manager
4 weeks ago
New York, New York, United States Alliant Insurance Services Full timeJob SummaryAs a key member of our team, the Insurance Account Manager will be responsible for managing client relationships, developing new business opportunities, and executing performance development plans for departmental staff. This role requires a strong understanding of the insurance industry, excellent communication skills, and the ability to work...
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Financial Services Professional
3 weeks ago
New York, New York, United States Northwestern Mutual Full timeFinancial Advisor Role at Northwestern MutualWe are seeking a strategic and definitive candidate to fill an open Financial Advisor Role that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. At our Midtown,...
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Financial Services Representative
4 weeks ago
New York, New York, United States Equitable Services Full timeFinancial Professional OpportunityWe are seeking a highly motivated and results-driven Financial Professional to join our team at Equitable Advisors. As a Financial Professional, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.About Equitable AdvisorsEquitable Advisors is a respected wealth...
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Staff Accounting Professional
4 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeJob DescriptionAt Phaxis - Financial Services, we are seeking a skilled Staff Accounting Professional to join our team. This role is perfect for an individual who is passionate about accounting and wants to take their career to the next level.As a Staff Accounting Professional, you will be responsible for assisting with monthly, quarterly, and year-end close...