Insurance and Financial Services Professional
1 month ago
We are seeking a motivated and self-driven professional to join our team as an Insurance and Financial Services Position. As a key member of our State Farm Agent team, you will play a vital role in helping our business grow through value-based conversations and exceptional customer experiences.
Key Responsibilities:
- Provide exceptional customer service, responding to inquiries and addressing concerns in a prompt and friendly manner.
- Utilize a customer-focused approach to educate customers about insurance options and provide personalized recommendations.
- Collaborate with the agent to establish and meet marketing goals, driving business growth and success.
- Develop leads, schedule appointments, and identify customer needs to market appropriate products and services.
Benefits and Opportunities:
- Competitive hourly pay plus commission/bonus structure
- Comprehensive health benefits package
- Paid time off (vacation and personal/sick days)
- Valuable experience and growth opportunities within our agency
Requirements:
- Previous sales experience, preferably in outside sales or inside sales representative roles
- Successful track record of meeting sales goals/quotas
- Excellent communication skills, including written, verbal, and listening abilities
- Enthusiasm for the role insurance and financial products play in helping people manage risks and achieve their goals
- Self-motivation and ability to work independently
- Ability to make presentations to potential customers and achieve mutually agreed-upon marketing goals
- Experience in marketing and bilingual skills (Spanish preferred)
- Current Property and Casualty license and ability to obtain Life and Health license
If you are a motivated and results-driven professional looking for a rewarding career with excellent income and growth potential, we encourage you to apply. We will follow up with you on the next steps in the interview process.
-
Insurance Sales Professional
4 weeks ago
Brooklyn, New York, United States Allstate Insurance Capital Agency Full timeJob Title: Insurance Sales ProfessionalAbout the Role:We are seeking a highly motivated and experienced Insurance Sales Professional to join our team at Allstate Insurance / Capital Agency. As a Sales Representative, you will be responsible for soliciting new business, creating and maintaining client relationships, and educating potential clients on the...
-
Property Financial Operations Specialist
3 weeks ago
Brooklyn, New York, United States Phaxis - Financial Services Full timeCompany OverviewPhaxis - Financial Services is a leading provider of financial solutions, dedicated to delivering high-quality services to our clients.SalaryThe estimated annual salary for this position is $65,000 - $90,000, depending on experience and qualifications.Job DescriptionKey ResponsibilitiesAs a Property Financial Operations Specialist, you will...
-
Insurance Account Assistant
4 weeks ago
Brooklyn, New York, United States Alliant Insurance Services Full timeJob Summary:We are seeking a highly skilled Insurance Account Assistant to join our team at Alliant Insurance Services. As an Insurance Account Assistant, you will be responsible for providing exceptional customer service and support to our clients, while also assisting in the development of new business opportunities.Key Responsibilities:Provide customer...
-
Senior Financial Operations Specialist
3 weeks ago
Brooklyn, New York, United States Phaxis - Financial Services Full timeJob OverviewAt Phaxis - Financial Services, we are seeking a highly skilled and detail-oriented Staff Accountant to join our team.The ideal candidate will have a strong background in accounting principles and a proven track record of successfully managing financial operations.Estimated Salary$65,000 - $80,000 per year, depending on experience.Job...
-
Financial Analyst
1 month ago
Brooklyn, New York, United States Phaxis - Financial Services Full timeJob SummaryAs a key member of the Phaxis - Financial Services team, the Financial Analyst will be responsible for assisting with month-end close and working closely with the General Ledger.Key responsibilities include:Performing daily bank reconciliations to ensure accuracy and completenessConducting monthly reconciliations of assets and liabilities to...
-
Tax Financial Services Professional
1 month ago
Brooklyn, New York, United States Kaufman Rossin Full timeAbout Kaufman RossinKaufman Rossin is a top accounting firm that prioritizes its people, their development, and well-being. Our values are translated into action every day, and we strive to create a culture that reflects the diversity of our firm and clients.Job DescriptionWe are seeking a Tax Financial Services Intern to join our team. As a member of our...
-
Financial Services Specialist
4 weeks ago
Brooklyn, New York, United States Magellan Health Services Full timeJob SummaryThis position provides personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but...
-
Professional Liability Insurance Underwriter
4 weeks ago
Brooklyn, New York, United States FF&C Mgt Full timeJob Summary:We are seeking a highly skilled Professional Liability Insurance Underwriter to join our team at FF&C Mgt. As a key member of our underwriting team, you will be responsible for underwriting Non-Healthcare Professional Liability insurance for lawyers, accountants, financial advisors, and similar professionals.Key Responsibilities:Underwrite...
-
Insurance Sales Professional
4 weeks ago
Brooklyn, New York, United States Alan Wheeler - State Farm Agent Full timeJob OverviewAs a State Farm Insurance Agent team member for Alan Wheeler - State Farm Agent, you will play a crucial role in building and developing customer relationships within the community to promote State Farm products, including auto, home, and life insurance.Key ResponsibilitiesUtilize a customer-focused, needs-based review process to educate...
-
Life Insurance Professional
4 weeks ago
Brooklyn, New York, United States BHIRED Full timeLife Insurance Agent Role at BHIREDWe are seeking a motivated and ambitious Life Insurance Agent to join our team at BHIRED. As a Life Insurance Agent, you will be responsible for building and maintaining relationships with clients, providing expert advice, and offering tailored life insurance solutions.Key Responsibilities:Build and maintain relationships...
-
Financial Services Representative
4 weeks ago
Brooklyn, New York, United States Citizens Full timeCitizens Wealth Management is a leading provider of investment services, committed to expanding its market share in the regions it serves.We are seeking a skilled Financial Advisor who can proactively identify and sell a diverse range of Investment and Insurance products to customers.The Virtual Financial Advisor is a key role within our Wealth Management...
-
Insurance Account Manager
4 weeks ago
Brooklyn, New York, United States Relation Insurance Inc Full timeAccount Executive Job DescriptionAt Relation Insurance Inc., we are seeking a highly skilled Account Executive to join our team. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success.Key Responsibilities: Serve as the primary business contact for assigned accounts,...
-
Insurance Representative
4 weeks ago
Brooklyn, New York, United States Bankers Life Full timeAbout the Role:Bankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will help clients achieve their financial goals, build strong relationships, and provide guidance on financial decisions.Key Responsibilities:Build and maintain a client base through...
-
Social Service Professional
3 weeks ago
Brooklyn, New York, United States Services for the UnderServed Full timeJob Overview:The Social Worker position at Services for the UnderServed is a challenging and rewarding role that requires a strong background in social work and behavioral health.Responsibilities:Conduct psychosocial assessments to identify client needs and develop treatment plans.Provide individual and group counseling services to clients with mental health...
-
Academic Services Professional
3 weeks ago
Brooklyn, New York, United States HRPivot Full timeOur Academic/Student Services Manager role is an exempt position that involves teaching at least one course and accurately tracking attendance, submissions, and grades. This role requires close collaboration with various departments, including Admissions, Registrar, Academics, Financial Aid, and Career Services to ensure students progress successfully from...
-
Life Insurance Agent
4 weeks ago
Brooklyn, New York, United States Pope Insurance Group (A Security National Life Insurance Company Agency) Full timeJob OverviewWe are seeking a motivated and licensed life insurance agent to join our team at Pope Insurance Group (A Security National Life Insurance Company Agency). As a life insurance agent, you will be responsible for selling our final expense products to the growing senior market.Key Responsibilities:Sell life insurance products to clientsMeet sales...
-
Social Services Professional
4 weeks ago
Brooklyn, New York, United States The Brookdale Hospital Medical Center Full timeJob SummaryWe are seeking a skilled Social Worker to join our team at The Brookdale Hospital Medical Center. As a key member of our healthcare team, you will provide comprehensive social work services to patients, families, and caregivers.Key ResponsibilitiesEvaluate patients' psychosocial functioning and determine their need for financial and medical...
-
Financial Coach
4 weeks ago
Brooklyn, New York, United States CAMBA Full timeJob DescriptionCAMBA is a community of staff, volunteers, clients, donors, neighbors, and partners who work together to build an inclusive New York City, where all children and adults have access to the resources and supports they need to thrive. Our comprehensive approach offers more than 180 integrated programs in Education & Youth Development, Family...
-
Insurance Fraud Investigator
1 month ago
Brooklyn, New York, United States Ethos Risk Services Full timeJob SummaryEthos Risk Services is seeking a skilled Insurance Fraud Investigator to join our team. As a Claims Field Investigator, you will conduct thorough investigations, gather evidence, and interview witnesses to identify potential insurance fraud.This is a full-time position that requires a strong background in insurance claims and a keen eye for...
-
Financial Transactions Specialist
4 weeks ago
Brooklyn, New York, United States AB Hires and Consulting Full timeA skilled Financial Transactions Specialist is needed to record all financial transactions, including purchases, sales, receipts, and payments, for AB Hires and Consulting. The ideal candidate will have a good understanding of basic bookkeeping and accounting payable/receivable principles, as well as data entry skills and experience with spreadsheets and...