Entry-Level Financial Agent with Comprehensive Training

4 days ago


Uniondale, New York, United States Redden Wealth Team - New York Life Full time
About the Role

We are seeking an Entry-Level Financial Agent to join our team at Redden Wealth Team - New York Life. As a Financial Agent, you will work closely with clients to address their financial needs and provide comprehensive insurance strategies.

Key Responsibilities
  • Develop and implement financial plans for clients, including life insurance, annuities, investments, and long-term care insurance.
  • Provide education and guidance to clients on financial planning and wealth management.
  • Build and maintain strong relationships with clients to ensure their ongoing financial needs are met.
  • Stay up-to-date on industry developments and best practices to provide the highest level of service to clients.
Requirements
  • Bachelor's degree in finance, business, or a related field.
  • Excellent communication and interpersonal skills.
  • Ability to obtain necessary insurance and financial licenses.
What We Offer
  • Comprehensive training and development program to help you succeed in your role.
  • Competitive compensation and benefits package.
  • Opportunities for career advancement and professional growth.
  • Collaborative and supportive team environment.

We are committed to helping our clients achieve their financial goals and live a more secure and prosperous life. If you are a motivated and results-driven individual who is passionate about financial services, we encourage you to apply for this exciting opportunity.



  • Uniondale, New York, United States Redden Wealth Team - New York Life Full time

    About the RoleWe are seeking an Entry-Level Financial Agent to join our team at Redden Wealth Team - New York Life. As a Financial Agent, you will work closely with clients to address their financial needs and provide comprehensive insurance strategies.Key ResponsibilitiesDevelop and implement financial plans for clients, including life insurance, annuities,...


  • Uniondale, New York, United States W3Global Inc Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Accountant to join our team at W3Global Inc. The ideal candidate will have a strong background in financial accounting, with experience in managing financial records, preparing financial statements, and analyzing financial data.Key Responsibilities:Manage and maintain accurate and up-to-date...


  • Uniondale, New York, United States Redden Wealth Team - New York Life Full time

    Unlock Your Potential as a Financial Services RepresentativeAre you looking for a challenging and rewarding career in the financial services industry? Do you want to make a real difference in people's lives while building a successful career? Look no further than the Redden Wealth Team at New York Life!About the RoleWe are seeking a highly motivated and...


  • Uniondale, New York, United States W3Global Inc Full time

    Job Title: Full Charge BookkeeperWe are seeking a highly skilled and experienced Full Charge Bookkeeper to join our team at W3Global Inc. The successful candidate will be responsible for managing all aspects of our company's financial records, including accounts payable and receivable, payroll, and financial statement preparation.Key Responsibilities:Manage...


  • Uniondale, New York, United States Southern Home Care Services, Inc. Full time

    Pharmacy Data Entry TechnicianJob Summary:We are seeking a highly skilled Pharmacy Data Entry Technician to join our team at Southern Home Care Services, Inc. The successful candidate will be responsible for accurately processing and managing pharmacy data, ensuring seamless operations and exceptional customer service.Key Responsibilities:Order entry for new...


  • Uniondale, New York, United States Redden Wealth Team - New York Life Full time

    Financial Services Representative with Growth Opportunities**About the Role**We are seeking a highly motivated and ambitious Financial Services Representative to join our team at Redden Wealth Team - New York Life. As a Financial Services Representative, you will play a critical role in helping our clients achieve their long-term financial goals.**Key...


  • Uniondale, New York, United States Chubb Full time

    About the RoleWe are seeking a highly skilled Commercial Insurance Underwriter to join our team at Chubb. As a key member of our underwriting team, you will be responsible for underwriting and negotiating renewals with a total premium of $4.5 million of commercial business for various size customers and new business goal of $2 million.Key...


  • Uniondale, New York, United States Jovia Financial Full time

    Unlock Your Potential with Jovia FinancialAbout the RoleWe are seeking a highly motivated and customer-focused Senior Member Service Representative to join our team at Jovia Financial. As a key member of our team, you will be responsible for providing exceptional service to our members, articulating and communicating financial solutions, and driving sales...


  • Uniondale, New York, United States Jovia Financial Full time

    **Unlock Your Potential with Jovia Financial**At Jovia Financial, we're on a mission to provide exceptional financial services to our members. As a Senior Member Service Representative/Personal Banker, you'll play a vital role in helping our members achieve their financial goals.**What You'll Do:*** Confidently and competently articulate, communicate, sell...


  • Uniondale, New York, United States Chubb Full time

    Job SummaryThe Commercial Insurance Division at Chubb is seeking a Senior Underwriter to join our team. As a Senior Underwriter, you will be responsible for underwriting and negotiating renewals for various size customers, driving financial performance of a commercial book of business, and meeting or exceeding financial goals. Key ResponsibilitiesUnderwrite...


  • Uniondale, New York, United States Redden Wealth Team - New York Life Full time

    Unlock Your Financial PotentialAs a Wealth Advisor with the Redden Wealth Team at New York Life, you will have the opportunity to help clients achieve long-term financial security and success. Our team is dedicated to providing personalized financial solutions and guidance to individuals and families, helping them navigate the complexities of financial...


  • Uniondale, New York, United States Redden Wealth Team - New York Life Full time

    Unlock Your Potential as a Wealth AdvisorAt Redden Wealth Team - New York Life, we're seeking a driven and results-oriented Wealth Advisor to join our team. As a key member of our team, you'll engage with clients to assess their financial protection and planning needs, offering personalized solutions to help them achieve long-term security.Key...


  • Uniondale, New York, United States BrightSpring Health Services Full time

    About the Role:As a Medical Records Technician at BrightSpring Health Services, you will play a vital role in ensuring the timely entry of medical data into our computer system. This data is crucial for facilitating the processing and delivery of edited documentation for our client facilities.Key Responsibilities: Ensures the accurate and timely entry of...


  • Uniondale, New York, United States Chubb Full time

    Job SummaryThe Commercial Insurance Division at Chubb is seeking a skilled Underwriter to join our team. As an Underwriter, you will be responsible for underwriting and negotiating renewals with a total premium of $4.5 million of commercial business for various size customers and new business goal of $2 million. You will also be responsible for meeting or...

  • Accounting Manager

    2 weeks ago


    Uniondale, New York, United States Blue Sky Hospitality Solutions Full time

    Accounting Manager Job DescriptionBlue Sky Hospitality Solutions LLC is seeking an experienced Accounting Manager to join our team. As an Accounting Manager, you will be responsible for providing accurate and timely financial data to management, managing the audit function, and ensuring the financial profitability of the hotel.Key Responsibilities:Ensure...

  • Accounting Manager

    2 weeks ago


    Uniondale, New York, United States Blue Sky Hospitality Solutions Full time

    Accounting Manager Job DescriptionBlue Sky Hospitality Solutions is seeking an experienced Accounting Manager to join our team. As an Accounting Manager, you will be responsible for providing accurate and timely financial data to our owners and management team.Key Responsibilities:Manage the audit function to ensure financial profitability and deliver...


  • Uniondale, New York, United States Redden Wealth Team - New York Life Full time

    Unlock Your Potential with Redden Wealth Team - New York LifeAs a Wealth Advisor/Agent with Redden Wealth Team - New York Life, you will have the opportunity to work with clients to assess their financial protection and planning needs, offering personalized solutions to help them achieve long-term security. You will design and implement customized strategies...


  • Uniondale, New York, United States Chubb Full time

    Job SummaryThe Lower Middle Market New Business Underwriter is a field-underwriting role fully dedicated to new revenue generation for multiline accounts for an assigned group of agents. This individual reports into a Commercial Insurance branch office and matrixes into a regional LMM underwriting team.Key ResponsibilitiesReview, triage, underwrite, and...


  • Uniondale, New York, United States Expeditors Full time

    Job DescriptionExpeditors is seeking a highly skilled and organized Accounts Receivable Agent to join our team. As an AR Agent, you will be responsible for managing and resolving past due invoices, building key relationships with clients, and providing exceptional customer service.Key Responsibilities:Weekly contact with clients to resolve past due...


  • Uniondale, New York, United States Citigroup Inc Full time

    Job SummaryThe Teller is an entry-level position responsible for delivering exceptional customer service and assisting with the execution of branch activities. This role involves processing transactions, managing cash supply, and maintaining branch vault cash, while providing a positive first impression through friendly and efficient customer service.Key...