Financial Advisor (sales) **Licensing and Training Provided** New York LifeFinancial Advisor (sales) **Licensing and Training Provided**Melville, NY$80,000–$130,000 / yearFull timeBecoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.
Energy Efficiency Business Development Representative StefaniniEnergy Efficiency Business Development RepresentativeNewark, NJ$50–$52.85 / hourTemporaryContractorBusiness development (C&I): Develop and manage a commercial and industrial pipeline across the assigned New Jersey territory prospecting, qualifying, and closing energy-efficiency projects with C&I customers and progress opportunities through a defined multi-stage sales process in Salesforce / eTrac. Lead and participate in cross-functional teams, including other CES members, Customer Care, Contracting, Procurement, Legal, Marketing, IT, etc., as required to deliver program services, enhance program delivery / customer experience, and resolve business issues.
NewFinancial Sales Representative New York Life - UniondaleFinancial Sales RepresentativeUniondale, NYImplement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients. Responsibilities: Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied.
Entry-Level Financial Advisor New York Life - Nassau County General OfficeEntry-Level Financial AdvisorUniondale, NYIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
NewPatient Access Representative JAG Physical TherapyPatient Access RepresentativeScotch Plains, NJJAG Physical Therapy, a comprehensive outpatient, orthopedic physical therapy company with 100 facilities throughout Pennsylvania, New Jersey, and New York, is seeking compassionate and motivated individuals to join our winning team! As a Patient Access Representative, you play a critical role in ensuring the seamless operation of the healthcare environment, the delivery of quality patient care, and world-class customer service.
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYResponsibilities: Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
Entry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearIdentify, 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.
Sales Development Representative ComplySciSales Development RepresentativeNew York, NY$60,000–$75,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Customer Support Representative (EST) ComplySciCustomer Support Representative (EST)New York, NY$49,500–$55,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Remote Sales Representative Reineke AgencyRemote Sales RepresentativeAllendale, NJRemoteThis is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.
NewTerritory Sales Representative Herc Rentals IncTerritory Sales RepresentativeNewark, NJFounded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.
NewProSolutions Sales Representative- Long Island Herc Rentals IncProSolutions Sales Representative- Long IslandNewark, NJProSolutions Sales Representatives drive revenue within their designated territory by developing business relationships and providing customer focused solutions to our customers toughest Power and Climate Control challenges in industries including: Environmental and Restoration, Refineries and Petrochemical, Electrical, Mechanical, Sewer/Water/Municipal, Underground and General Contractors, Pipelines, Utilities and Industrial Facilities, Mining/Quarries, Entertainment and Special Events. They are subject matter experts and consultants for internal and external customers in the application of our fleet of pumps, generators, power distribution, and HVAC including Heat, AC, Chillers, and Desiccant Dehumidifiers.
NewTerritory Sales Representative - Dental PattersonTerritory Sales Representative - DentalTotowa, NJDeveloping a "practice partner" mentality with Doctors and staff by analyzing business needs, discussing benefits and features of equipment and technology solutions, coordinating product demonstrations, explaining return on investment and tax advantages, and discussing emerging trends in the dental industry. As a Territory Sales Representative, you are responsible for driving profitable sales growth by developing, maintaining, and advancing accounts by regularly contacting dental offices within a defined territory.
Accounts Representative AxelonAccounts RepresentativeNew York, NY$25–$35 / hourEnsure that billing amounts are correct with regard to case payers, managed care providers with contracts, DRGs day and cost outliners, implantable, exempt services, carve-outs, type of contract, services under NYPHRM, services under HCRA, etc. Prepare daily reconciliation of all remittances and checks posted to ensure that all payments and adjustments are done accurately and agree to deposits posted to general ledger.
Fast Track Insurance Partner New York Life - Nassau County General OfficeFast Track Insurance PartnerUniondale, NYNew York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training in which participants start as financial professionals who gain first-hand experience in the field. Responsibilities: Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds.
Sales Development Representative, East Coast Seso Labor IncSales Development Representative, East CoastNY$85,000–$100,000 / yearSeso has raised over $60M from Tier I investors including Index, Founders Fund, and Mary Meeker at Bond, and has been recognized with awards including Forbes Rising Stars and Andreessen Horowitz''s American Dynamism 50. Our comprehensive HR platform streamlines and automates the hiring process for farms and seamlessly integrates their efforts across recruitment, onboarding, payroll, and insurance while providing workers access to financial services for the first time.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramNorwalk, Connecticut$500–$1,000 / yearInternOur 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.
NewFinancial Representative -Roslyn, NY FidelityFinancial Representative -Roslyn, NYRoslyn, New YorkRemotePlease 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.
NewFinancial Services Representative - State Farm Agent Team Member Glisel Jimenez - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSummit, NJFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Glisel Jimenez - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Services Representative/Counselor Fordham UniversityFinancial Services Representative/CounselorBronx, NYSitting Often Repetitive Hand Motion (such as typing) Often Hearing, Listening, Talking Often Standing Seldom Walking Seldom Running Not Required Bending, Stooping, Kneeling, squatting, Crouching, Crawling Not Required Climbing stairs Not Required Climbing ladders Not Required Reaching overhead Not Required Pulling, pushing Not Required Shoveling Not Required Lifting - up to 20 pounds Not Required Lifting - up to 50 pounds Not Required Lifting - over 50 pounds Not Required. Title of Position Financial Services Representative/Counselor Position Number PN0760 FLSA Non-Exempt Scheduled Hours Per Week 35 Department Student Financial Services Campus Lincoln Center Work Arrangement Hybrid Hybrid Policy: Please review the Hybrid Policy at www.fordham.edu/hybridpolicy.
Financial Services Representative Strategic People AdvisorsFinancial Services RepresentativeBloomfield, NJ$60,000–$120,000 / yearWe are representing a prominent local general agency of OneAmerica Financial® that actively prioritizes developing high-performing professionals transitioning from non-financial fields. To support your transition, our client partner provides dedicated startup financing programs, transition allowances, and fully sponsored licensing training during your launch phase.
Premier Financial Representative - East Meadow Teachers Federal Credit UnionPremier Financial Representative - East MeadowEast Meadow, NY$28.50–$34.15 / hourBuild a network of internal business partners (Retail network, Mortgage, Commercial Lending, TIS, etc.) to further enhance the member experience and meet member financial needs. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States.
Partner Development Representative | Financial Institutions Ramp Business CorpPartner Development Representative | Financial InstitutionsNew York, NYConduct 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!
Enterprise Data Sales Representative (EDSR) - Bloomberg Financial Solutions BloombergEnterprise Data Sales Representative (EDSR) - Bloomberg Financial SolutionsNew York, NY$125,000–$185,000 / yearYou 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.
Enterprise Data Sales Representative EDSR - Bloomberg Financial Solutions Bloomberg LPEnterprise Data Sales Representative EDSR - Bloomberg Financial SolutionsNew York, NY$125,000–$185,000 / yearYou 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.
Financial Representative – State Farm Agent Team Member Ana Perez-Vukovic - State Farm AgentFinancial Representative – State Farm Agent Team MemberHempstead, NYFull timeEnthusiastic 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.
Financial Services Representative Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Services RepresentativeEast Hills, NY$90,000–$130,000 / yearProvide 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.
Financial Services Representative - State Farm Agent Team Member Brian Gill - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberMelville, NYFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Brian Gill - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
NewFinancial Services Representative, College Graduate - Wayne, NJ FidelityFinancial Services Representative, College Graduate - Wayne, NJWayne, New JerseyRemotePlease 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.
Financial Services Representative, College Graduate - Scarsdale NY FidelityFinancial Services Representative, College Graduate - Scarsdale NYScarsdale, New YorkRemotePlease 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.
Financial Services Representative - Upper East Side, NY FidelityFinancial Services Representative - Upper East Side, NYNew York, New YorkRemoteDuring 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. 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.
Financial Services Representative Wisepath GroupFinancial Services RepresentativeBloomfield, NJ$50,000–$120,000 / yearWe have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. To support your transition, our client partner provides dedicated startup financing programs, transition allowances, and fully sponsored licensing training during your launch phase.
Personal Banker III (Financial Services Representative) Suffolk Credit UnionPersonal Banker III (Financial Services Representative)West Babylon, NYFull timeRole Overview: As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, your primary responsibility is to deliver exceptional member experiences to both current and prospective members. Financial Services Representatives are expected to collaborate with cross-functional teams to achieve departmental and Credit Union goals while maintaining high accuracy and reliability.
Personal Banker II (Financial Services Representative) Suffolk Credit UnionPersonal Banker II (Financial Services Representative)Commack, NYFull timeRole 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.
PATIENT FINANCIAL SERVICES REPRESENTATIVE East River Medical Imaging, PCPATIENT FINANCIAL SERVICES REPRESENTATIVENew York, NY$21–$24 / hourOur Patient Financial Services Representatives are valued members of the care team and work in a patient-centered culture that prioritizes quality over volume. With locations on Manhattan’s Upper East Side and White Plains, ERMI is known for advanced technology, top-quality imaging services, and a warm, caring environment.
Financial Services Representative II - Amityville Teachers Federal Credit UnionFinancial Services Representative II - AmityvilleAmityville, NY$24–$27 / hourSummary: 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. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative - Bay Shore Teachers Federal Credit UnionFinancial Services Representative - Bay ShoreBayshore, NY$23–$24.50 / hourSummary: 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. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative II - North Massapequa Teachers Federal Credit UnionFinancial Services Representative II - North MassapequaNorth Massapequa, NY$24–$26.50 / hourSummary: 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. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
NewFinancial Services Representative - Merrick Teachers Federal Credit UnionFinancial Services Representative - MerrickMerrick, NY$23–$24.50 / hourSummary: 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. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
NewFinancial Services Representative II - Commack Teachers Federal Credit UnionFinancial Services Representative II - CommackCommack, NY$24–$27 / hourSummary: 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. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
NewFinancial Services Representative - North Massapequa Teachers Federal Credit UnionFinancial Services Representative - North MassapequaNorth Massapequa, NY$23–$24.50 / hourSummary: 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. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative - Commack Teachers Federal Credit UnionFinancial Services Representative - CommackCommack, NY$23–$24.50 / hourSummary: 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. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative II - North Babylon Teachers Federal Credit UnionFinancial Services Representative II - North BabylonNorth Babylon, NY$24–$26.50 / hourSummary: 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. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative - Amityville Teachers Federal Credit UnionFinancial Services Representative - AmityvilleAmityville, NY$23–$24.50 / hourSummary: 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. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative - State Farm Agent Team Member Neim Dani - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberCranford, NJFull timeAs a Financial Services Representative, you will work directly with customers to understand their financial goals and help manage everyday risks. At Neim Dani Insurance Agency, we are dedicated to helping our community achieve financial security through trusted insurance and financial solutions.
Registration/Financial Representative St. Joseph HealthRegistration/Financial RepresentativePaterson, NJThe 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". St. Joseph's University Medical Center is an academic tertiary care medical center and state designated trauma center, located on the Paterson campus, regularly accepts referrals of difficult or unusual cases from other hospitals and physicians and performs both complex and routine procedures.
Personal Banker III (Financial Services Representative) Suffolk Federal Credit UnionPersonal Banker III (Financial Services Representative)West Babylon, NYRole Overview: As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, your primary responsibility is to deliver exceptional member experiences to both current and prospective members. Financial Services Representatives are expected to collaborate with cross-functional teams to achieve departmental and Credit Union goals while maintaining high accuracy and reliability.
Personal Banker II (Financial Services Representative) Suffolk Federal Credit UnionPersonal Banker II (Financial Services Representative)Commack, NYRole 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.
Associate Financial Services Representative Hybrid- FlexStaff Northwell Health IncAssociate Financial Services Representative Hybrid- FlexStaffMelville, NYCreate 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).
Financial Services Representative - State Farm Agent Team Member Soribel Almanzar - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberStamford, CTFull timeBy 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.