Financial Services Representative
1 month ago
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.
We are seeking an experienced Financial Services Representative to join our team. The ideal candidate will have a strong background in sales and customer service, as well as excellent communication and interpersonal skills.
About the RoleThis role offers a competitive salary range of $60,000 - $80,000 per year, depending on experience. Our benefits package includes medical, dental, vision, life insurance, and a retirement plan.
Key Responsibilities- Sell life insurance, annuity, and investment products to clients
- BUILD STRONG RELATIONSHIPS WITH CLIENTS TO MEET THEIR FINANCIAL NEEDS
- Develop and implement customized financial plans for clients
- Stay up-to-date on industry trends and product offerings to provide expert advice to clients
- Bachelor's degree in Business, Finance, or related field
- Minimum 2 years of sales experience in a financial services industry
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
Our comprehensive training program will help you develop the skills and knowledge you need to succeed in this role. You'll also enjoy a competitive salary and benefits package, as well as opportunities for career advancement within our company.
About New York LifeNew York Life is one of the largest mutual life insurers in the United States. We've been in business for over 175 years, providing financial security to millions of Americans.
-
Financial Services Representative Roles
12 hours ago
Rockville, Minnesota, United States MassMutual Greater Washington Full timeCompany OverviewMassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.Our company has a long history of financial strength and stability, dating back to our founding in 1851.Throughout our history, we have maintained a commitment to serving our...
-
Financial Services Specialist
3 weeks ago
Rockville, Minnesota, United States Business & Financial Solutions, Inc. Full timeJob Opportunity: Financial Services SpecialistWe are seeking a skilled Financial Services Specialist to join our team at Business & Financial Solutions, Inc. as a Full-Time Tax Professional & Administrative Specialist.This role offers the opportunity to work in a dynamic remote environment with a focus on work-life balance. The ideal candidate will have...
-
Financial Services Professional
1 month ago
Rockville, Minnesota, United States Lafayette Federal Credit Union Full timeAbout UsLafayette Federal Credit Union is a dynamic and inclusive financial institution dedicated to serving the Washington Metropolitan area. We strive to provide exceptional member experiences, fostering a culture of teamwork, diversity, and community involvement.Job SummaryWe are seeking an experienced Member Service Representative to join our team at our...
-
Senior Tax Professional
3 weeks ago
Rockville, Minnesota, United States FINANCIAL ADVANTAGE ASSOCIATES INC Full timeCompany Overview\rFinancial Advantage Associates, Inc. is a full-spectrum financial services firm with a strong customer orientation and specialized expertise. Our team of specialists includes financial planners, CPAs, estate planning attorneys, stock brokers, and insurance experts.">Job Description">Lead and manage all phases of tax and compliance...
-
Financial Accountant Specialist
21 hours ago
Rockville, Minnesota, United States Business & Financial Solutions, Inc. Full timeJob OverviewBusiness & Financial Solutions, Inc. is a national accounting firm seeking a detail-oriented tax professional to provide tax preparation, bookkeeping and administrative support.Key Responsibilities:Perform accurate and timely tax preparation and bookkeeping services, including account reconciliations and financial reportingProvide administrative...
-
Financial Operations Coordinator
3 weeks ago
Rockville, Minnesota, United States Business & Financial Solutions, Inc. Full timeJob DescriptionWe are a national accounting firm seeking a skilled tax professional to provide tax preparation, bookkeeping, and administrative support to our team and clients.This is a full-time remote position with a competitive salary of $60,000 per year.The ideal candidate will have proven experience in tax preparation and bookkeeping, strong...
-
Financial Operations Associate
3 weeks ago
Rockville, Minnesota, United States MV Financial Group, MV Capital Management Inc. Full timeWe are seeking a motivated and detail-oriented Financial Operations Associate to join our team at MV Capital Management Inc. In this role, you will be responsible for providing top-notch client service and support while maintaining the highest level of professionalism.About the PositionThis is an excellent opportunity to grow your career in the financial...
-
Career Opportunity in Financial Services
3 weeks ago
Rockville, Minnesota, United States New York Life Insurance Company Full timeJob OverviewWe are seeking a motivated individual to join our team as a Financial Advisor. This role involves developing long-term relationships with clients, providing financial guidance, and helping them achieve their goals.About the CompanyNew York Life Insurance Company is a Fortune 100 company with a long history of doing good. We have been in business...
-
Financial Services Manager
3 weeks ago
Rockville, Minnesota, United States Sarfino & Rhoades LLP Full timeJob ResponsibilitiesWe are seeking Senior Accountants to work with supervisors and partners on audits, reviews, and compilations of financial statements. You will also have the opportunity to prepare tax returns for individuals and small business owners.Work on audits, reviews, and compilations as well as prepare tax returns for individuals and small...
-
Financial Operations Coordinator
17 hours ago
Rockville, Minnesota, United States MV Financial Group, MV Capital Management Inc. Full timeJob SummaryWe are seeking a detail-oriented and organized Client Services Associate to join our operations team at MV Capital Management Inc. As a key player in delivering exceptional client service, you will be responsible for interfacing with clients, assisting with operational procedures, and managing data within portfolio management software.About Our...
-
Customer Service Representative
20 hours ago
Rockville, Minnesota, United States Stop & Shop Full timeAbout Stop & ShopStop & Shop is a leading grocery retailer dedicated to serving our communities with quality products and exceptional customer service. We pride ourselves on creating a welcoming environment where customers feel valued and supported. As a service-driven organization, we prioritize equality and fairness in all aspects of our business, from...
-
Administrative and Tax Services Expert
16 hours ago
Rockville, Minnesota, United States Business & Financial Solutions, Inc. Full timeAs a tax professional at Business & Financial Solutions, Inc., you will play a key role in providing tax preparation, bookkeeping, and administrative support to our clients. This is an exciting opportunity to join a growing firm with a strong reputation for delivering high-quality services. If you are a motivated and detail-oriented individual with a passion...
-
Exceptional Customer Service Representative
3 weeks ago
Rockville, Minnesota, United States Addison Group Full time**About the Job:**We are seeking a talented Customer Service Representative to join our team in Rockville, MD. As a key member of our customer support team, you will play a vital role in delivering exceptional customer experiences and driving business growth.Main Responsibilities:Customer Support: Engage with customers via phone, chat, and email to resolve...
-
Client Services Professional
3 weeks ago
Rockville, Minnesota, United States MV Financial Group, MV Capital Management Inc. Full timeAt MV Financial Group, we are seeking a highly skilled Client Services Professional to join our team. As a key member of our operations department, you will play a critical role in delivering exceptional client service and support.About the RoleThis is a full-time position that offers a competitive salary range of $65,000 - $85,000 per year, depending on...
-
Client Services Specialist
12 hours ago
Rockville, Minnesota, United States MV Financial Group, MV Capital Management Inc. Full timeJob OverviewMV Financial Group, a leading asset management firm, seeks a skilled Client Services Associate to join our team. As a key member of our operations department, you will play a vital role in delivering exceptional client service and supporting the growth of our business.About UsMV Financial Group is an asset management firm dedicated to providing...
-
Client Service Operations Associate
19 hours ago
Rockville, Minnesota, United States MV Financial Group, MV Capital Management Inc. Full timeCompany OverviewMV Financial Group, MV Capital Management Inc. is a leading asset management firm that provides high-quality research, service, and strategic thinking to institutional clients, private investors, and RIAs.We offer a broad range of investment and advisory services to corporations, charities, pension funds, individuals, family offices, and...
-
Client Services Professional
22 hours ago
Rockville, Minnesota, United States MV Financial Group, MV Capital Management Inc. Full timeJob OverviewMV Financial Group, MV Capital Management Inc. is a leading asset management firm that provides innovative investment and advisory services to institutional clients, private investors, and Registered Investment Advisors (RIAs). Our mission is to deliver exceptional research, service, and strategic thinking to our clients.
-
Customer Service Representative
3 weeks ago
Rockville, Minnesota, United States Lafayette Federal Credit Union Full timeAbout the Role: We are seeking a skilled and dedicated Customer Service Representative - Member Engagement Specialist to join our dynamic team at Lafayette Federal Credit Union. As a key member of our organization, you will be responsible for providing exceptional service to our members through inbound and outbound calls, written communication, and other...
-
Client Service and Operations Specialist
3 weeks ago
Rockville, Minnesota, United States MV Financial Group, MV Capital Management Inc. Full timeJoin MV Capital Management Inc. as a Client Service and Operations SpecialistThis exciting opportunity allows you to utilize your skills in client servicing and operations to contribute to the success of our company. As a key member of our team, you will work closely with our financial advisors to deliver top-notch services to our valued clients.To excel in...
-
Project Management Specialist
13 hours ago
Rockville, Minnesota, United States Financial & Realty Services, LLC Full timeAbout the RoleThe successful candidate will be responsible for overseeing project start-up and transition activities, reviewing deliverables, and monitoring productivity and quality performance of contract personnel.They will direct employees to review worksite administrative requirements and performance standards, perform ongoing reviews of employee quality...