Insurance and Financial Services Professional

24 hours ago


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

We are seeking a motivated and goal-oriented individual to join our team as an Insurance and Financial Services Professional. This is an excellent opportunity for individuals who enjoy helping others achieve their financial goals.

Job Overview

The ideal candidate will have sales experience and excellent communication skills, both written and verbal. They will work closely with the agent to establish and meet marketing goals, develop leads, schedule appointments, and provide exceptional customer service.

Responsibilities:
  • Provide prompt and accurate customer service, responding to inquiries about insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Educate customers about insurance options using a customer-focused, needs-based review process.
  • Work with the agent to establish and meet marketing goals.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Benefits:
  • Hourly pay plus commission/bonus
  • Health benefits
  • Paid time off (vacation and personal/sick days)
  • Valuable experience
  • Growth potential/Opportunity for advancement within the agency
Requirements:
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Excellent communication skills - written, verbal and listening
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
  • Self-motivated
  • Ability to make presentations to potential customers
  • Achieve mutually agreed upon marketing goals
  • Experience in marketing
  • Bilingual - Spanish preferred
  • Property and Casualty license (must have currently)
  • Life and Health license (must be able to obtain)

This is an independent contractor position with Alan Wheeler - State Farm Agent. The ideal candidate must be able to successfully complete any applicable licensing requirements and training programs. Estimated salary: $45,000 - $60,000 per year.



  • Brooklyn, New York, United States Creative Financial Staffing Full time

    About Our OpportunityCreative Financial Staffing is a prominent non-profit organization dedicated to providing housing services for women in need in the NYC community.We are seeking an experienced Grant Financial Professional to join our team and assist with financial management, accounting, and analysis tasks.Key ResponsibilitiesPerform reconciliations and...


  • Brooklyn, New York, United States Phaxis - Financial Services Full time

    Company Overview: Phaxis - Financial Services is a leading company in the financial services industry.Job Summary: We are seeking a highly skilled Senior Property Financial Analyst to join our team.Estimated Salary: $80,000 - $110,000 per yearJob Description:We are looking for a Senior Property Financial Analyst to assist with month-end close and journal...

  • Financial Analyst

    4 days ago


    Brooklyn, New York, United States Phaxis - Financial Services Full time

    Job DescriptionCompany OverviewWe are a dynamic financial services company, Phaxis, dedicated to providing top-notch solutions for our clients. Our team is passionate about delivering exceptional results and building long-lasting relationships.Estimated Salary: $65,000 - $90,000 per yearJob SummaryWe are seeking an experienced Staff Accountant to join our...


  • Brooklyn, New York, United States State Farm Insurance Full time

    Key Responsibilities:• Assist customers with inquiries, complaints, and policy changes.• Provide accurate and timely information regarding insurance products and services.• Process policy applications, renewals, and cancellations.• Handle billing and payment inquiries.• Resolve customer issues and complaints in a professional and efficient...


  • Brooklyn, New York, United States Specialty Professional Services Full time

    At Specialty Professional Services, we are committed to providing exceptional patient care in the ambulatory setting. We currently have an opening for a Travel RN to join our team.We offer competitive pay rates based on location and experience. Our estimated salary range is $25,000 - $40,000 per year, depending on the specific position.Job Summary:The ideal...


  • Brooklyn, New York, United States Creative Financial Staffing Full time

    Company Overview">Creative Financial Staffing is partnering with a rapidly expanding, chef-owned restaurant group featured on Food Network. This growing company has popular restaurants across the city.">Financial Expertise Required">This role will work onsite in Clinton Hill, Brooklyn, and reports directly to management.">The Ideal Candidate">">A financial...


  • Brooklyn, New York, United States Specialty Professional Services Full time

    Specialty Professional Services is currently seeking a skilled Ambulatory Care professional to join their team in Brooklyn, NY.We offer competitive pay rates with a gross pay range of $2527.20 or more, depending on location and experience.About the Job:Ambulatory Care professionals play a vital role in providing high-quality patient care outside of...

  • Financial Expert

    5 days ago


    Brooklyn, New York, United States Creative Financial Staffing Full time

    Job OverviewCreative Financial Staffing is seeking a highly skilled Financial Expert to join our team as a Grant Accountant. As a key member of our organization, you will play a crucial role in managing financial transactions, analyzing data, and ensuring compliance with regulatory requirements.About the PositionPerform comprehensive reconciliations and...


  • Brooklyn, New York, United States Creative Financial Staffing Full time

    About the Opportunity:Creative Financial Staffing is proud to partner with a prominent non-profit organization focused on providing housing services for women in need in the NYC community.This organization has established itself as an outstanding ally and leader in the community for over 10 years, fostering a vibrant and collaborative work environment that...

  • Financial Analyst

    5 days ago


    Brooklyn, New York, United States Creative Financial Staffing Full time

    We are seeking an experienced Financial Analyst to join our team at Creative Financial Staffing. As a Financial Analyst, you will play a critical role in providing financial guidance and support to non-profit organizations in the NYC community.Job SummaryThe ideal candidate will have a strong background in accounting, finance, and nonprofit management. You...


  • Brooklyn, New York, United States Flagstar Bank Full time

    About Flagstar BankFlagstar Bank is a leading financial institution committed to delivering exceptional customer service and high-quality financial solutions.Job SummaryWe are seeking a highly motivated Financial Services Representative to join our team. This role involves interacting with clients, providing expert advice on financial services, and achieving...

  • Financial Manager

    23 hours ago


    Brooklyn, New York, United States Creative Financial Staffing Full time

    About Our OrganizationWe are a prominent non-profit organization dedicated to providing housing services for women in need within the NYC community. For over 10 years, we have maintained an exceptional reputation as outstanding community allies and leaders.Job OverviewThis is an exciting opportunity to join our team as an interim Budget Manager, working...


  • Brooklyn, New York, United States Municipal Credit Union Full time

    At Municipal Credit Union, we are committed to providing exceptional financial services to our members. We are seeking a highly skilled Customer Service Representative to join our team and help us achieve this goal.About the Role:The ideal candidate will possess excellent communication and interpersonal skills, with the ability to handle multiple tasks...


  • Brooklyn, New York, United States Creative Financial Staffing Full time

    Job SummaryThe Creative Financial Staffing team is seeking a skilled Financial Specialist to join our client, a leading non-profit organization based in Brooklyn, NY. As a key member of the financial team, you will be responsible for preparing annual budgets, working closely with program managers, and supporting schedules and analysis for the annual...


  • Brooklyn, New York, United States Creative Financial Staffing Full time

    We are seeking a highly skilled Financial Transaction Processor to join our team at Creative Financial Staffing. This is an exciting opportunity to work with a prominent non-profit organization focused on providing housing services for women in need in the NYC community.Job SummaryThe successful candidate will be responsible for processing payments for all...


  • Brooklyn, New York, United States Municipal Credit Union Full time

    About Municipal Credit UnionMunicipal Credit Union is a financial institution that has been providing affordable financial products and convenient services to its members for over 100 years. With a membership base of over 500,000 individuals, the credit union prides itself on being a people-helping-people organization.


  • Brooklyn, New York, United States Municipal Credit Union Full time

    Job OverviewMunicipal Credit Union (MCU) is a leading financial institution dedicated to serving its members and communities. As a Member Service Representative, you will play a crucial role in providing exceptional service and support to our members.ResponsibilitiesMember Service: Ensure that every member interaction is positive and productive, whether it's...


  • Brooklyn, New York, United States Creative Financial Staffing Full time

    About Our Client:A prominent non-profit organization providing essential housing services to women in need within the New York City community.A decade of collaboration with esteemed community allies and leaders, fostering growth and mutual respect.A dynamic work environment that nurtures professional development and encourages a sense of belonging.Previous...


  • Brooklyn, New York, United States Magellan Health Services Full time

    Job SummaryWe are seeking a highly skilled Financial Wellness Expert to join our team in Brooklyn, NY. In this role, you will provide personal financial counseling and management services directly to service members and their families.About the RoleThis position will provide comprehensive financial guidance and support to military personnel and their loved...


  • Brooklyn, New York, United States Genesis Healthcare Services Full time

    Discover a fulfilling career at Genesis HealthCare Services as a Licensed Practical Nurse (LPN). We offer a comprehensive benefits package, including nursing student loan debt repayment and tuition assistance. Our variable compensation plans ensure your hard work is rewarded.Tuition, travel, and wireless service discounts make it easy to save money while...