Financial Services Professional | Insurance and Investment Specialist
1 week ago
We 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 Highlights- Estimated Salary: $80,000 - $150,000 per year, depending on experience and performance
- Competitive compensation package, including bonuses and commissions
- Opportunity to work with a leading financial services company with a strong reputation and excellent customer service
- Professional development and training programs to help you succeed in your career
- A dynamic and supportive work environment with a team of experienced professionals
As a Financial Services Professional, you will be responsible for:
- Developing and executing sales strategies to meet or exceed sales targets
- BUILDING and maintaining relationships with clients and prospects
- Providing expert advice and guidance on insurance and investment products
- Identifying and pursuing new business opportunities
- Collaborating with cross-functional teams to support business growth and improvement
To be successful in this role, you will need:
- 2+ years of experience in the financial services industry, preferably in insurance and investment sales
- Strong sales and customer service skills, with a proven track record of success
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
- Knowledge of insurance and investment products, including life insurance, annuities, and mutual funds
- Ability to work independently and as part of a team, with a strong sense of accountability and initiative
New York Life is one of the largest mutual life insurance companies in the United States, with a long history of financial strength and stability. We offer a comprehensive range of insurance and investment products, including life insurance, annuities, and mutual funds. Our company is committed to providing excellent customer service and supporting the financial well-being of our clients.
Why Join Our Team?At New York Life, we offer a dynamic and supportive work environment with a team of experienced professionals. We provide comprehensive training and development programs to help you succeed in your career, and offer a competitive compensation package, including bonuses and commissions. Whether you're just starting your career or looking for a new challenge, we invite you to join our team and become a part of our success story.
-
Financial Advisor
1 month ago
New York, New York, United States New York Life Insurance Company Full timeJob OpportunityWe are seeking a highly motivated and community-minded individual to join our team as a Financial Advisor - Insurance and Investment Specialist. As a representative of New York Life, you will have the opportunity to build a successful insurance and financial business, with the potential to earn an average first-year income of $100,000.Our...
-
Financial Services Professional
1 month 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...
-
Investment Solutions Specialist
4 weeks ago
New York, New York, United States Rockefeller Financial Full timeAbout Rockefeller FinancialRockefeller Financial is a leading independent financial advisory services firm with a rich history dating back to 1882. As a member of the Investment and Client Solutions Group, you will be part of a team that provides strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...
-
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...
-
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,...
-
Client Service Specialist
4 weeks ago
New York, New York, United States Deutsche Bank Full timeAbout the Role:As a Client Service Specialist at DWS Group, you will play a crucial role in advancing the company's Active, Passive, and Alternatives strategies with financial advisory clients across intermediary Wealth channels. Your primary responsibility will be to develop and maintain business relationships with financial advisor professionals in the...
-
Financial Services Specialist
4 weeks ago
New York, New York, United States PrecisionHire Systems Full timeJob DescriptionWe pride ourselves on delivering exceptional financial and insurance services to our clients. With a strong focus on integrity, innovation, and personalized solutions, we aim to empower our clients to achieve their financial goals and secure their future.Position: Experienced Insurance Agent & Financial Services SpecialistJob Type:...
-
Investment Banking Professional
4 weeks ago
New York, New York, United States Mizuho Financial Full timeJob Summary:Mizuho's Banking Division provides comprehensive investment and corporate banking services to leading international corporations, financial institutions, and public sector entities in the US and Canada.As a Senior Associate/Vice President, you will take a lead role in the design, origination, structuring, and execution of mergers & acquisitions,...
-
Healthcare Impact Investment Professional
4 weeks ago
New York, New York, United States Global Health Investment Corporation Full timeGlobal Health Investment Corporation is a pioneering health impact venture firm focused on investing in transformational technologies and products that will enable a healthier world and safer future for all.We are seeking an Associate to join our investment team in New York City, where you will source, evaluate, and execute investment opportunities in...
-
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.
-
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...
-
Financial Services Representative
4 weeks ago
New York, New York, United States Equitable Services Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...
-
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...
-
Financial Services Representative
4 weeks ago
New York, New York, United States Equitable Services Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...
-
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...
-
Summer Investment Analyst
1 month ago
New York, New York, United States Rockefeller Financial Full timeAbout Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. Originally founded as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and...
-
Renewable Energy Investments Analyst
4 weeks ago
New York, New York, United States Bridge Investment Group Full timeJob SummaryWe are seeking a highly skilled and motivated Renewable Energy Investments Analyst to join our team at Bridge Investment Group. As a key member of our renewable energy investments team, you will be responsible for leading all stages of the deal process from origination to execution.Key ResponsibilitiesWork closely with the deal team to evaluate,...
-
Investment Professional
3 weeks ago
New York, New York, United States Alignment Growth Full timeAbout the Role:Alignment Growth is seeking a highly motivated and detail-oriented investment professional to join its growing team in New York City.As an Investment Analyst, you will be responsible for supporting the investment process, including deal origination, due diligence, and portfolio company support. You will have the opportunity to work closely...
-
Financial Advisor
4 weeks ago
New York, New York, United States Thrivent Financial Full timeJob SummaryAs a Thrivent Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of others by providing holistic, purpose-based financial advice. You will work with clients to help them achieve their financial goals, while also building a successful career with a Fortune 500 leader.Key ResponsibilitiesBuild a financial...
-
Investment Portfolio Specialist
4 weeks ago
New York, New York, United States Polymer Capital Full timeJob Title: Investment Portfolio SpecialistJob Summary:We are seeking a highly skilled Investment Portfolio Specialist to join our team at Polymer Capital. As an Investment Portfolio Specialist, you will be responsible for generating investment ideas and conducting in-depth industry and company research.Key Responsibilities:Collaborate closely with our...