Financial Services Specialist

5 hours ago


East Meadow, New York, United States Flagstar Bank, N.A. Full time
Job Summary

The Financial Consultant is responsible for retaining and expanding company relationships, soliciting new retail investment and insurance business, and advising customers on optimizing their financial position.

Key responsibilities include building and maintaining relationships with retail bank branches, directing investment sales, conducting phone calls to customers and prospects, and preparing presentations for these calls.

The ideal candidate will have a strong background in retail sales, with experience in the investment and insurance industry. They will be able to demonstrate sales results, adaptability, collaboration, and relationship building skills.

Additional requirements include a high school diploma, GED, or foreign equivalent, and relevant licenses such as Life, Health, and Accident, Variable Annuity, Series 7, and Series 63.

Responsibilities
  • Build and maintain relationships with retail bank branches
  • Direct investment sales for an assigned group of retail bank licensed bankers
  • Conduct phone calls to customers and prospects
  • Prepare presentations for calls
  • Meet with customers to discuss their financial needs
  • Process paperwork in a timely manner
  • Stay current with customer and partner communications and deadlines
Requirements
  • High school diploma, GED, or foreign equivalent
  • Relevant licenses such as Life, Health, and Accident, Variable Annuity, Series 7, and Series 63
  • 3 years of retail sales experience
  • 1 year of sales experience in the investment and insurance industry
Preferred Qualifications
  • Retail investment sales experience
  • Coaching or leading team experience
  • Proven sales results and adaptability
  • Strong communication and relationship building skills


  • East Meadow, New York, United States Flagstar Bank Full time

    Job Title: Financial ConsultantJob Summary:The Financial Consultant is responsible for retaining and expanding company relationships, soliciting new retail Investment and Insurance business, and advising customers on optimizing their financial position. This role involves creating customized investment strategies, conducting phone calls to schedule...


  • East Meadow, New York, United States Flagstar Bank Full time

    Job Title: Financial ConsultantJob Summary:The Financial Consultant is responsible for retaining and expanding company relationships, soliciting new retail investment and insurance business, and advising customers on optimizing their financial position. This role involves creating customized investment strategies, conducting phone calls to schedule...


  • East Rutherford, New Jersey, United States Creative Financial Staffing Full time

    About the RoleCreative Financial Staffing is partnering with a leading global logistics firm to find a skilled Collections Specialist to join their team.This is a fantastic opportunity to work with a stable and growing company that has been a leader in the industry for over 20 years.Key ResponsibilitiesProcess daily cash receipts, including checks, wires,...


  • East Rutherford, New Jersey, United States Creative Financial Staffing Full time

    About the RoleCreative Financial Staffing is partnering with a leading global logistics firm to find a skilled Collections Specialist to join their team.This is a fantastic opportunity to work with a stable and growing company that has been around for 20 years, with a strong focus on making shipments worldwide.Key ResponsibilitiesProcess daily checks, wires,...


  • East Meadow, New York, United States GetixHealth Full time

    {"title": "Healthcare Eligibility Specialist", "description": "Job SummaryWe are seeking a highly skilled and detail-oriented Healthcare Eligibility Specialist to join our team at GetixHealth. As a key member of our customer service team, you will be responsible for ensuring timely and accurate processing of patient eligibility and benefits information.Key...


  • East Meadow, New York, United States CarMax Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Specialist. As a key member of our sales team, you will be responsible for providing exceptional customer service and ensuring a seamless car-buying experience for our customers.Key ResponsibilitiesProvide personalized support to customers...


  • East Meadow, New York, United States GetixHealth Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Bilingual Customer Service Specialist to join our team at GetixHealth. As a key member of our customer service team, you will be responsible for providing exceptional service to our patients and customers, ensuring timely and accurate processing of eligibility programs, and maintaining a high...


  • East Rutherford, New Jersey, United States Creative Financial Staffing Full time

    Job Summary:We are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will be responsible for providing financial expertise and support to our clients.Key Responsibilities:Reconcile bank and account statements for both US and CanadaCompile financial reports, including income statements and...

  • Culinary Specialist

    2 weeks ago


    East Meadow, New York, United States Whitsons Culinary Group Full time

    Job SummaryWe are seeking a skilled and detail-oriented Culinary Specialist to join our team at Whitsons Culinary Group. As a key member of our kitchen staff, you will be responsible for preparing and serving nutritious meals to students in a safe and healthful manner.Key ResponsibilitiesPrepare and serve food according to menus and in correct portion sizes...


  • East Meadow, New York, United States NYU Langone Health System Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Ophthalmic Assistant to join our team at NYU Langone Health System. As an Ophthalmic Assistant, you will provide exceptional support to our ophthalmologists and patients, ensuring a seamless and efficient experience.Key ResponsibilitiesProvide front desk support, including greeting patients,...


  • East Meadow, New York, United States NYU Langone Health System Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Ophthalmic Assistant to join our team at NYU Langone Health System. As an Ophthalmic Assistant, you will provide exceptional support to our ophthalmologists and eye care team, ensuring seamless patient care and efficient clinical operations.Key ResponsibilitiesProvide front desk support,...

  • Culinary Specialist

    1 month ago


    East Meadow, New York, United States Sunrise Senior Living Full time

    About the Role:We are seeking a skilled Cook to join our team at Sunrise Senior Living. As a key member of our dining services team, you will play a vital role in ensuring our residents receive high-quality meals that meet their dietary needs.Responsibilities:Prepare and serve meals to residents in our communityEnsure all special dietary needs are met,...


  • East Meadow, New York, United States Sodexo Full time

    Job Title: Imaging Service Engineer 1Sodexo is seeking a skilled Imaging Service Engineer 1 to join our team at Nassau University Medical Center in East Meadow, NY.Job Summary:As an Imaging Service Engineer 1, you will be responsible for inspecting, repairing, maintaining, and calibrating basic diagnostic imaging equipment, devices, systems, and instruments....


  • East Meadow, New York, United States Texas Roadhouse Full time

    Legendary Service at Texas RoadhouseWe're a people-first company that serves steaks, and we're looking for a Guest Service Assistant - Busser to join our team. As a Roadie, you'll be part of a fun and fast-paced environment where you can grow your career and make a difference in our guests' lives.Responsibilities:Assist guests with their needs and provide...


  • East Meadow, New York, United States United Properties Corp. Full time

    Job OpportunityWe are seeking a highly organized and detail-oriented Receptionist to join our team at United Properties Corp. in East Meadow, New York. As a key member of our commercial real estate company, you will be responsible for providing exceptional customer service, managing daily office operations, and supporting our team members.Key...


  • East Meadow, New York, United States State Farm Full time

    OverviewWe are seeking a highly skilled and experienced trial attorney to join our team in Jericho, NY. As a Fortune 50 company, we pride ourselves on hiring the best employees to serve our customers and make us a leader in the insurance and financial services industry.We offer a competitive benefits package, including a potential annual financial award...


  • East Syracuse, New York, United States Johnson Controls Full time

    Unlock Your Potential with Johnson ControlsAt Johnson Controls, we're committed to helping you build a successful career in the life safety and security industry. As a Service Sales Fire Protection Specialist, you'll play a critical role in promoting and selling service agreements for commercial building systems, including fire alarm, suppression, sprinkler,...

  • Sales Associate

    20 hours ago


    East Meadow, New York, United States Wal-Mart Stores , Inc. Full time

    Job Title: Sales Associate - General MerchandiseWe are seeking a Sales Associate to join our team at Walmart. As a Sales Associate, you will be responsible for providing excellent customer service, maintaining a clean and organized store environment, and meeting sales goals.Key Responsibilities:Provide exceptional customer service, answering questions and...


  • East Meadow, New York, United States Uncle Giuseppe's Full time

    Catering Driver Job DescriptionWe are seeking a reliable and skilled Catering Driver to join our team at Uncle Giuseppe's East Meadow Store. As a Catering Driver, you will be responsible for delivering our gourmet food to customers in a timely and safe manner.Key Responsibilities:Operate company vehicles according to local, state, and federal...

  • Nurse Care Specialist

    20 hours ago


    East Meadow, New York, United States BAYADA Home Health Care Full time

    About BAYADA Home Health CareWe're a leading provider of home health care services, dedicated to delivering exceptional patient care and support. Our team of experienced professionals is passionate about making a difference in the lives of our clients and their families.As a Registered Nurse with BAYADA, you'll have the opportunity to work in a dynamic and...