FINANCIAL SALES REPRESENTATIVE
Key Capital Group
Financial Sales Representative We are seeking a motivated and results-driven Financial Sales Representative to handle high-volume cold and warm lead calls, build strong client relationships, and generate new business opportunities.. . Responsibilities Make a high volume of outbound cold and warm calls to prospective clients.. Follow up with leads and identify potential sales opportunities.. Explain financial products and services clearly and professionally.. Qualify prospects based on their needs and financial goals.. Build rapport, overcome objections, and confidently close sales.. Maintain accurate records of calls, leads, follow-ups, and sales activity.. Meet or exceed daily and monthly call and sales targets.. Follow up consistently with interested prospects to move them through the sales process.. Provide excellent customer service and maintain professional client relationships.. Follow all company policies and applicable financial industry regulations.. Requirements Previous experience in sales, telemarketing, financial services, or a call center preferred.. Proven ability to handle **high-volume outbound calling**.. Confident communicator with strong persuasion and negotiation skills.. Comfortable making cold calls and speaking with new prospects.. Goal-oriented, competitive, and motivated by achieving sales targets.. Strong follow-up and objection-handling skills.. Excellent phone etiquette and professional communication.. Comfortable working in a fast-paced, performance-driven environment.. **Position:** Financial Sales Representative. **Employment Type:** Full-Time. Experience: Required Employment: Full-time About Key Capital Group: Key Capital Group has been around for 10 years, we have 3 locations. Staten Island (full), Brooklyn (full), and downtown Manhattan (open). We have 60-65 employees. Our firm is signed up with the most competitive lenders/private in the space #J-18808-Ljbffr Key Capital Group
- ...concrete e di strutturare il futuro del nostro network. Compiti Il Tuo Ruolo: Gestione, Crescita e Strategia In qualità di Financial Development Representative, sarai il fulcro dello sviluppo commerciale di Muffin Finance, con una missione divisa su tre pilastri strategici:...SuggestedRemote work
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs,...SuggestedFull timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours- ...Northwestern Mutual is rapidly expanding - our office in New York City isseeking financial representatives to continue our consistent, sustainanble growth plan. Northwestern ranks #114 on Fortune’s 500, was named the “World’s Most Admired” life insurance company according...SuggestedWork at office
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year... ...futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...SuggestedLocal area
$29.94 per hour
## Financial RepresentativeApplylocations: 111 East 210th Streettime type: Part timeposted on: Posted Todayjob requisition id: JR229882**City/State:**Bronx, New York**Grant Funded:**No**Department:**REV - Patient Access - Moses ED Reg Team 2**Bargaining Unit:**1199**Work...SuggestedHourly payPart timeWork experience placementMonday to FridayShift workWeekend work- ...Responsibilities Primary responsibilities include completing patient registration, verifying insurance information, and collecting payments for financial responsibilities. The role also involves gathering and scanning required documents, capturing signatures on various consent forms,...Monday to FridayShift workWeekend work
- ...Financial Aid Representative The Financial Aid Representative plays a critical role in supporting students throughout the financial aid process while ensuring institutional compliance with federal, state, and institutional regulations. This position is responsible...Work at officeAfternoon shift
- ...an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their... ...and financial industry policies and procedures. Identify new sales and asset retention opportunities Regularly exercise excellent...Work experience placementWork at officeImmediate startWork from home
$110k - $125k
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management... ...Stanley aligns its municipal investment banking, underwriting, sales, trading, lending, and M&A advisory in one integrated...Temporary workWorldwide- ...Allstate Financial Specialist Would you like to own a meaningful financial services... ...or financial services customer facing sales experience. State Life/Health Insurance... ...Advisor, Financial Planner, Registered Representative or Investment Representative preferred....For contractorsWork at office
- ...® magazine, has helped clients achieve financial security for more than 150 years. The company... ...a successful practice as a financial representative including: Developing your business... ...not limited to, financial services, sales, military veterans and community influencers...Full timeWork experience placement
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for... ...preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student...Full timeInternshipLocal areaFlexible hours- Job Description As a Financial Representative you will build long-lasting relationships with clients, offer guidance, and provide solutions to help clients meet their financial goals. Financial Representatives are supported by training programs, mentoring, and unlimited...
- ...Responsibilities Primary responsibilities include completing patient registration, verifying insurance information, and collecting payments for financial responsibilities. The role also involves gathering and scanning required documents, capturing signatures on various consent forms...Full timeWork experience placementMonday to FridayWeekend work
- Financial Aid Representative and Counselor Founded in 1841, Fordham is the Jesuit University of New York, offering an exceptional education distinguished by the Jesuit tradition to more than 16,000 students in its nine colleges and schools. It has residential campuses...Temporary workWork at officeFlexible hoursWeekend workAfternoon shift
$150k - $175k
...Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.Privately owned...Full timeWork at officeLocal area$80k - $95k
...Pre-Sales Consultant, Financial Services New York, New York, United States About AlphaSense: The world's most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense...Work experience placementLocal areaFlexible hours$80k - $90k
A leading IT services firm in New York is seeking a Sales Rep for managed services in the financial sector. The role involves developing key relationships and new client accounts. Ideal candidates will have over 5 years of IT solution sales experience, particularly in data...$400k
A leading financial services firm is seeking Sales Consultants to support small and mid-sized businesses in accessing capital solutions. Candidates will thrive in a commission-based role with potential earnings of $400,000 to $600,000 annually. The role emphasizes building...Flexible hours- ...direct distributor of fine wine and craft spirits. We curate and represent a portfolio of quality-driven family-owned wineries and... ...of 45+ distributors across the country who possess the culture, sales teams, and account access to build brands both on and off-premise...Full timeWork at office
$52k - $62k
Wine Sales Representative Location: New York Metropolitan Area Compensation: $52,000–$62,000+ Type: Full-Time About the Role: Tri-Vin Wines and Spirits is seeking a highly motivated Wine Sales Representative to join our Metro New York team. The preferred...Full timeWork from homeFlexible hours- ...Senior Presales Consultant, Financial Services Job Description: Our client is currently seeking a dynamic individual with high energy... ...presentations to technical and management personnel. Communicate with sales and product management regarding customer needs. Lead Proof of...
$95k - $140k
...our Corporate FP&A team. This role sits at the intersection of financial planning, investor relations analytics, and strategic finance,... ...changes in business mix.• Analyze KPIs related to product and sales performance, developing new analyses toassess business health and...Immediate startRemote workFlexible hours- ...decision-making. Reporting to the Head of FP&A, the FP&A Senior Analyst will be a key contributor to our budgeting and long-term financial modeling processes as we rapidly expand our operations. The FP&A Senior Analyst must have strong analytical capability, fluency in...Temporary workVisa sponsorship
$85k - $120k
Financial Analyst, Workforce FP&A - Finance & Administration Location New York Business Area Accounting and Finance Ref # 10052562 Description & Requirements The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough...Temporary workFor contractorsWork experience placementWork at office- Thompson Coburn LLP in New York is seeking a Banking and Commercial Finance Associate with 3+ years of experience to join our New York office. The role focuses on lender representation in diverse financing transactions, including cash-flow and asset-based lending, with ...Work at office
$100k - $115k
...rate management, budgeting, analytics, sales, marketing, project management, and other... ...business department to provide insight into financial performance, client economics, and... ...source of any communication claiming to represent our firm.Kelley Drye & Warren LLP is an...Work at office- ...-paced, front-office research role with meaningful exposure to Sales & Trading and institutional clients through the work you produce... ...data tools (e.g., Bloomberg) and working with time-series financial datasetsPrior experience producing research notes, publications...Daily paid
$73.6k - $128.8k
Are you ready to shape the financial future of one of the world's most complex supply chains? Amazon is seeking a Financial Analyst II... ..., understand key dependencies and performance indicators, and represent this perspective in cross-functional discussionsA day in the lifeYou...Flexible hours$145k - $175k
...Starts Here:Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand... ...essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...Hourly payFull timeContract workWork experience placementWork at officeShift work
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