Financial Services Professional
1 day ago
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. This role involves creating customized investment strategies, conducting phone calls to schedule appointments, and meeting with customers to discuss their financial needs.
Key Responsibilities:
- Build and maintain relationships with retail bank branches, direct investment sales, and coach licensed bankers on goal setting, marketing plans, and daily support.
- Conduct phone calls to schedule appointments, lead presentations, and coach bankers on successful prospect calls.
- Meet with customers to discuss financial needs, outline financial products, and process paperwork in a timely manner.
- Ensure compliance with federal, state, and local laws and regulations, complete required training, and maintain knowledge of changing regulations.
Requirements:
- High School Diploma or equivalent required, Bachelor's degree preferred or comparable work experience.
- Required licenses: Life, Health, and Accident, Variable Annuity, Series 7, Series 63, and Series 66.
- Preferred: Retail investment sales experience, coaching or leading a team, and 3+ years of retail sales experience with some banking experience.
About Flagstar Bank:
Flagstar Bank is a leading financial institution committed to providing exceptional customer service and innovative financial solutions.
-
Financial Services Professional
1 day ago
East Meadow, New York, United States Flagstar Bank Full timeJob 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...
-
Financial Services Specialist
3 hours ago
East Meadow, New York, United States Flagstar Bank, N.A. Full timeJob SummaryThe 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...
-
Senior Financial Professional
4 weeks ago
East Rutherford, New Jersey, United States Creative Financial Staffing Full timeSenior Accountant Job DescriptionWe 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 leadership and support to our clients.About the RoleProvide financial analysis and reporting to senior managementDevelop and implement financial policies...
-
Senior Financial Professional
2 weeks ago
East Rutherford, New Jersey, United States Creative Financial Staffing Full timeSenior Accountant Job DescriptionOur client, a rapidly growing logistics company in East Rutherford, New Jersey, is seeking a Senior Accountant to join their team. As a Senior Accountant, you will play a key role in the company's financial operations, working closely with the CFO and managing partners.About the FirmEstablished firm with a strong presence in...
-
LP Customer Service Associate
1 week ago
East Meadow, New York, United States TJX Companies Full timeCustomer Service Associate RoleAs a Customer Service Associate at TJX Companies, you will play a vital role in maintaining a professional and secure environment at the front of the store.Key Responsibilities:Maintain a proper and professional stance in the designated area to act as a visual deterrent against potential loss and dishonesty.Wear a...
-
Bilingual Customer Service Representative
2 weeks ago
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...
-
Automotive Finance Manager
24 hours ago
East Meadow, New York, United States Generation Auto Group Full timeJob OpportunityWe are seeking a highly skilled Automotive Finance Manager to join our team at Generation Auto Group. As a key member of our finance team, you will be responsible for managing the financial aspects of our automotive business, including sales, finance, and operations.Key Responsibilities:Develop and implement financial strategies to drive...
-
Senior Insurance Defense Attorney
19 hours ago
East Meadow, New York, United States State Farm Full timeOverviewWe 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...
-
Sales Associate
18 hours ago
East Meadow, New York, United States Wal-Mart Stores , Inc. Full timeJob 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...
-
Customer Service Representative
4 weeks ago
East Aurora, New York, United States Coast Professional Full timeJob SummaryThe Customer Service Representative plays a vital role in ensuring exceptional customer experiences by providing timely and effective support through various communication channels. This position requires a strong understanding of customer needs, excellent communication skills, and the ability to work in a fast-paced environment.Key...
-
Experienced Accounting Professional
2 months ago
East Rutherford, New Jersey, United States Creative Financial Staffing Full timeSenior Accountant PositionOur client, a prominent logistics organization, is on the lookout for a Senior Accountant to enhance their team.About the Organization: A well-established firm experiencing rapid growth and expanding its footprint across the nation. Direct interaction with the firm's managing partners and reporting to the Chief Financial Officer....
-
Veterinary Technician
3 weeks ago
East Meadow, New York, United States VCA Animal Hospitals Full timeSeeking a Licensed Veterinary Technician - $1500 Signing Bonus Opportunity!VCA Animal Hospitals is committed to providing exceptional care to our patients and a positive experience for our clients. We are seeking a full-time Licensed Veterinary Technician to join our team at our full-service hospital in East Meadow, NY.Why Choose VCA Animal Hospitals?We...
-
East Meadow, New York, United States Cornell Cooperative Extension Full timeJob Title: Regional Clean Energy Hub Associate DirectorJob Summary:The Regional Clean Energy Hub Associate Director will play a key role in supporting the Director in providing direction to staff working out of several organizations across the region. This position will also provide leadership in planning and executing special projects and activities related...
-
Insurance Sales Associate
1 month ago
East Meadow, New York, United States Kevin Dignam - State Farm Agent Full timePosition OverviewWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance Sales Associate. As a key member of our team, you will be responsible for establishing strong relationships with customers, identifying their insurance needs, and providing tailored solutions to meet those needs.ResponsibilitiesDevelop and...
-
Insurance Sales Associate
1 day ago
East Meadow, New York, United States Kevin Dignam - State Farm Agent Full timePosition OverviewWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance Sales Associate. As a key member of our team, you will be responsible for establishing strong relationships with customers, identifying their insurance needs, and providing tailored solutions to meet those needs.ResponsibilitiesDevelop and...
-
Ophthalmic Assistant
2 days ago
East Meadow, New York, United States NYU Langone Health System Full timeJob 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,...
-
Financial Modeling and Analysis Professional
52 minutes ago
East Hanover, New Jersey, United States TriOptus LLC Full timeFinance Development ProgramTriOptus LLC is seeking a highly motivated and detail-oriented student enrolled in an MBA program to join our Finance Development Program (FDP). As an intern, you will have the opportunity to apply your knowledge of finance to real-world financial modeling, analysis, and reporting.Key ResponsibilitiesGain a strong understanding of...
-
Insurance Defense Litigation Attorney
16 hours ago
East Meadow, New York, United States State Farm Full timeMeaningful Career OpportunitiesWe are seeking a talented and experienced attorney to join our team as a trial attorney for insurance defense litigation. As a Fortune 50 company, we value diversity and inclusion, and we strive to create a Good Neighbor culture that engages and builds on the strengths and talents of all associates.We offer a competitive...
-
Regional Clean Energy Hub Associate Director
2 weeks ago
East Meadow, New York, United States Cornell Cooperative Extension Full timeJob Title: Regional Clean Energy Hub Associate DirectorJoin Cornell Cooperative Extension as a Regional Clean Energy Hub Associate Director and play a key role in promoting clean energy initiatives in the Long Island Region. As a member of our team, you will work closely with the Director to provide support and direction to staff, plan and execute special...
-
Ophthalmic Assistant
1 week ago
East Meadow, New York, United States NYU Langone Health System Full timeJob 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,...