576 Results for

Financial Representative Jobs in Queens, NY

Jobs

Melville, NY

Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances. Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients.

10 days ago

Melville, NY

$60,000–$100,000 / year

li>Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.

4 days ago

Uniondale, NY

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.

14 days ago

Deer Park, NY

$65,000–$120,000

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions:

Willingness to work outside 90% of the time for extended periods in any season, with potential exposure to inclement weather. Our mission is to provide peace of mind and protection to families across the country, and we achieve this by offering cutting-edge security solutions and exceptional customer service.

Today

New York, NY

Full time

In addition, the role provides dedicated administrative and operational support to the local Managing Partner and management team, ensuring smooth office operations and streamlined processes for agency stakeholders. Success in this role requires strong relationship-building skills, organizational effectiveness, clear communication, discretion, and a proactive approach to problem-solving.

30+ days ago

New York, New York

$500–$1,000 / year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview:

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

21 days ago

Stamford, CT

The Starr Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, individuals passionate about helping others achieve both financial protection and financial growth. Jon Starr is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors create meaningful impact through personalized financial guidance and community involvement.

30+ days ago

Woodbury, NY

$80,000–$250,000 / year

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CWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support.

3 days ago

Plainview, New York

Remote

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Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

5 days ago

Paterson, NJ

$60,000–$70,000

p> Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

30+ days ago

East Meadow, NY

$28.50–$34 / hour

p>To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers.

Build a network of internal business partners (Retail network, Mortgage, Commercial Lending, TIS, etc.) to further enhance the member experience and meet member financial needs.

30+ days ago

Commack, NY

$28.50–$34.15 / hour

p>To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers.

Build a network of internal business partners (Retail network, Mortgage, Commercial Lending, TIS, etc.) to further enhance the member experience and meet member financial needs.

19 days ago

Brooklyn, New York

strong>Veterinary Emergency & Referral Group (VERG - Brooklyn) in Brooklyn, NY is seeking a detail-oriented and customer-focused Veterinary Financial Service Representative to join our team and help manage the client financial aspects of our growing practice.

Work-Life Rewards - We offer a competitive wage, generous paid time off, medical, dental, and vision benefits, employer-funded HSA, paid family leave, 401 (k) with company match, continuing education allowance, pet care benefits, and more!

18 days ago

Brooklyn, New York

Work-Life Rewards - We offer a competitive wage, generous paid time off, medical, dental, and vision benefits, employer-funded HSA, paid family leave, 401 (k) with company match, continuing education allowance, pet care benefits, and more!

18 days ago

Holmdel, New Jersey

p style="margin:0px">The Financial Assistance Representative is responsible for screening patients who have no insurance or are under insured for State of New Jersey (NJ) Medicaid, State of NJ Charity Care or State of NJ Get Covered NJ Marketplace and assist in completing the appropriate applications, either face to face (bedside or office appointment) or by phone. The posted rate of pay in this job posting is a reasonable good faith estimate of the minimum base pay for this role at the time of posting in accordance with the New Jersey Pay Transparency Act and does not reflect the full value of our market-competitive total rewards package.

30+ days ago

Jersey City, NJ

This role requires a professional who is comfortable making outbound cold calls, developing new relationships, and maximizing financial opportunities within an existing property & casualty client base. You’re comfortable picking up the phone, starting conversations, uncovering needs, and building long-term relationships with households and business owners.

30+ days ago

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Conduct research on Private Equity & Venture Capital firms to understand fund structure, investment thesis, deal history, and key stakeholders to assess potential fit and tailor outreach to prospective partners.

Our world-class Channel Sales organization is looking for self-motivated teammates with high social intelligence and a natural inclination for selling and partnering to accelerate our growth as we scale rapidly!

30+ days ago

$35.04–$36.67 / hour

p>Requirements:

• High School diploma or Equivalency required • Certified Application Counselor (CAC) • Knowledge of CPT and ICD10 terminology • Knowledge of State and Federal billing regulations • Knowledge of OMNIPRO, EPACES, and EMEVS for online eligibility determinations • Experience with Excel, Word, and Basic Accounting Principles. John's Episcopal Hospital is the only hospital providing emergency and ambulatory care to the densely populated, culturally and economically diverse, and medically underserved populations of the Rockaways and Five Towns in southern Queens County and southwestern Nassau County, New York.

30+ days ago

$125,000–$185,000 / year

p>View our Benefits: [2] https://www.bloomberg.com/company/careers/working-here/employee-benefits/united-states/?tactic-page=588601.

30+ days ago

New York, NY

$125,000–$185,000 / year

You will be responsible for sales across our Enterprise Data Product suite including Data Management Solutions (DMS and DL+), Reference Data, Real-Time data feeds, Regulatory Solutions and the Bloomberg Valuation Service (BVAL) to both new prospects and an existing book of business. As a department, we are united by a common goal: We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg.

Today

hempstead, NY

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

30+ days ago

Mount Vernon, NY

$49,284–$73,391 / year

Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan.

30+ days ago

New York, New York

Remote

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Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.

5 days ago

Melville, NY

3. Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

30+ days ago

Melville, NY

Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

30+ days ago

Remote

Obtains patient insurance authorization required for services; Documents authorization approvals and denials in computer systems; may financially screen patients, evaluating and assessing all self-pay patients pre-registered or inpatient/outpatient, to establish method of payment; Informs and counsels patient/patient representative regarding available financial assistance; Collects money due from patient at time of service; May preform billing, receivable and related functions. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

9 days ago

Melville, NY

li>Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

30+ days ago

Holmdel, NJ

The Financial Assistance Representative is responsible for screening patients who have no insurance or are under insured for State of New Jersey (NJ) Medicaid, State of NJ Charity Care or State of NJ Get Covered NJ Marketplace and assist in completing the appropriate applications, either face to face (bedside or office appointment) or by phone. Directly responsible for accurately processing Presumptive Eligibility (PE) Medicaid and for the follow up process to ensure patients become enrolled in NJ Family Care (NJFC).

30+ days ago

Rosedale, NY

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ROLE DESCRIPTION

As a Registered Representative - State Farm Agent Team Member with Anthony Petrozzella - State Farm Agent, you will successfully market the financial products that manage everyday risks. I loved helping customers with their insurance and financial service needs so much that I decided to build my own agency.

Outside the office, I’m grateful for my wonderful family — my wife Rosa, to whom I’ve been married for 26 years, our son Thomas who proudly serves as a U.S. Marine, and our daughter Delia, currently in her third year at LIU.

In our office, we believe in creating a fun and friendly atmosphere where hard work is celebrated.

11 days ago

Paterson, NJ

Completes collections of patient financial responsibility, and refer self-pay patients to appropriate financial service when needed. This includes collection of demographic, financial, insurance information, and financial screening of patients prior to services being rendered.

30+ days ago

Wayne, NJ

Leading edge clinical services include orthopedics, spine, and sports medicine; cardiology/cardiothoracic services including a diagnostic cardiac catheterization laboratory performing peripheral angiograms and stenting, carotid stenting and pacemaker implants; non-invasive cardiology services including Holter monitoring, 24-hour blood pressure monitoring, echocardiography and trans-esophageal echocardiography; the Acute Rehabilitation Unit providing a full range of inpatient and outpatient services such as those of the North Jersey Swallowing Center; the John Victor Machuga Diabetes Education Center, offering comprehensive education and consultation programs; and expanded Ambulatory Care Center; as well as liver, biliary, and pancreatic consultation services. The combined efforts of the organization's outstanding physicians, superb nurses, and dedicated clinical and professional staff have made us one of the most highly respected healthcare organizations in the state, the largest employer in Passaic County, and one of the nation's "100 Best Places to Work in Health Care".

30+ days ago

East Hills, NY

$90,000–$130,000 / year

li>Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, fee-based financial planning and wealth management solutions.

At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning.

3 days ago

Stamford, CT

By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience.

30+ days ago

$23–$24.50 / hour

p>To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers.

Summary:

The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs.

30+ days ago

North Massapequa, NY

$24–$26.50 / hour

p>Summary:

The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually.

To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers.

12 days ago

North Babylon, NY

$24–$26.50 / hour

p>Summary:

To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers.

21 days ago

New York, NY

$38,000–$150,000 / year

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Licensing:

If you do not already have the SIE, Series 7, 66, and/or Life, Accident & Health license, you will work towards obtaining these to offer associated services, in addition to your continued professional development.

Monitor markets, research financial products, and stay updated with new developments in the financial sector.

3 days ago

New York City, New York

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Beware of recruiting scams: Ramp will only contact you through official @Ramp.com email addresses and will never ask for payment or sensitive personal information during the hiring process..

30+ days ago

Paramus, New Jersey

p>Analyze, identify and report areas of high-volume error, for enhanced automation opportunity in Paragon or Claims Administrator, or corrective actions in front end areas. Communicate with the front-end departments, i.e. Patient Access, Ancillary Departments, and Medical Records for edits related to the respective area.

30+ days ago

Melville, NY

Assists patients and/or families in resolving hospital bills; advises and counsels patients of their payment responsibility due to the hospital.

30+ days ago

Melville, NY

When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity). Assists patients and/or families in resolving hospital bills; advises and counsels patients of their payment responsibility due to the hospital.

30+ days ago

Melville, NY

30+ days ago

emerson, NJ

As our Financial Account Representative – State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: edwin mata - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.

30+ days ago

Commack, NY

p>Role Overview: Our Personal Banker II's (Financial Services Representatives) are responsible for delivering exceptional service to both current and prospective Suffolk Credit Union members. They work collaboratively with cross-functional teams to achieve departmental and Credit Union goals, maintaining a high level of accuracy, reliability, and member satisfaction.

12 days ago

Melville, NY

li>

Verifies insurance coverage for elective surgeries, high dollar services, and patients with on-going courses of treatment; notifies patient and arranges for alternative payment methods when insurance coverage does not cover services/courses of treatment. When determining a team member s base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

30+ days ago

Melville, NY

li>Verifies insurance coverage for elective surgeries, high dollar services, and patients with on-going courses of treatment; notifies patient and arranges for alternative payment methods when insurance coverage does not cover services/courses of treatment. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

30+ days ago

Wayne, NJ

30+ days ago

Jersey City, New Jersey

$61,000–$250,000 / year

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Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: 
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

21 days ago

$62,353.20–$90,000 / year

p>s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

Become trained and skilled to effectively and efficiently function in the Financial Advisor role:
Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.

30+ days ago

p>Education and Experience Required:

Combined minimum of 8 years' higher education and/or work experience, including a minimum of 6 years' investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust/fiduciary experience.

We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.

11 days ago

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Financial Representative Jobs in Queens, NY

Financial Advisor Trainee New York Life - Melville, NY

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Financial Advisor New York Life - Uniondale

Outside Sales Representative - Paid Weekly - Paid Training Safe Haven Security

Insurance Onsite Relationship Representative Eclaro

College Financial Representative, Internship Program Northwestern Mutual

Financial Representative - Entry Level Starr Region - Modern Woodmen of America

Financial Services Representative Center for Wealth Preservation

Financial Representative -Plainview, NY Fidelity

Financial Representative Davis Family Financial LLC

Premier Financial Representative - East Meadow Teachers Federal Credit Union

Premier Financial Representative - Commack Teachers Federal Credit Union

Veterinary Financial Service Representative VERG Brooklyn

Veterinary Financial Service Representative EVG Specialty Network

Financial Assistance Representative - South/Central NJ Hackensack Meridian Health

Financial Services Representative - State Farm Agent Team Member Alberto Santana - State Farm Agent

Partner Development Representative | Financial Institutions Ramp Business Corp

Financial Assistance Representative Episcopal Health Services Inc

Enterprise Data Sales Representative EDSR - Bloomberg Financial Solutions Bloomberg LP

Enterprise Data Sales Representative (EDSR) - Bloomberg Financial Solutions Bloomberg

Financial Representative – State Farm Agent Team Member Ana Perez-Vukovic - State Farm Agent

Financial Services Representative I, II, Senior Global Credit Union Home Loans LLC

Financial Services Representative - Upper East Side, NY Fidelity

Associate Financial Services Representative (hybrid) Northwell Health Inc

Associate Financial Services Representative-FlexStaff (TEMP) Northwell Health Inc

Senior Patient Access Services Representative - Financial Clearance Northwell Health Inc

Associate Financial Services Representative Hybrid- FlexStaff Northwell Health Inc

Financial Assistance Representative - South/Central NJ Hackensack University Medical Center

Financial Services Representative Anthony Petrozzella - State Farm Agency

Registration/Financial Representative St. Joseph Health

Patient Financial Representative St. Joseph Health

Financial Services Representative Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

Financial Services Representative - State Farm Agent Team Member Soribel Almanzar - State Farm Agent

Financial Services Representative - Amityville Teachers Federal Credit Union

Financial Services Representative II - North Massapequa Teachers Federal Credit Union

Financial Services Representative II - North Babylon Teachers Federal Credit Union

Financial Services Representative Fifth Avenue Financial

Licensing:

Partner Development Representative | Financial Institutions Ramp

Patient Account Representative - Patient Financial Services- Per Diem Flexible Shifts - (27038P) Bergen New Bridge Medical Center

Financial Services Representative Northwell Health Inc

Financial Services Representative (hybrid) Northwell Health Inc

Financial Services Representative (per diem) Northwell Health Inc

Financial Account Representative – State Farm Agent Team Member edwin mata - State Farm Agent

Personal Banker II (Financial Services Representative) Suffolk Federal Credit Union

Senior Financial Services Representative (hybrid) Northwell Health Inc

Senior Financial Services Representative Northwell Health Inc

Representative Registration and Financial St. Joseph Health

Financial Advisor Northwestern Mutual

AMP Financial Advisor - New York, New York Raymond James Financial Inc

Senior Financial Advisor M&T Bank Corp

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