Financial Sales Professional
$75k - $125kNew York Life
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. 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. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Responsibilities: • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer Qualifications: • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required • Must have the ability to successfully network and prospect for new clients • Relationship management skills are required Compensation: $75,000 - $125,000 commission training allowance bonus - benefits
•
Compensation:
$75,000-$125,000 per year
$85k - $115k
...mid-sized business entities. They will be performing various accounting and tax functions, including financial statement preparation, closings, income, payroll, sales tax return preparation review, and general business advisory services.Requirements* Degree in Accounting...Suggested- ...What sets CWP apart: Dedicated Sales Execution Team– You drive strategy; we help... ...months, not years Unmatched Support– Financial planning with expert case design from our... ...Culture That Performs– Growth-focused, professional, and built around execution Do you want...SuggestedShift work
- ...of securities products and services, as well as institutional and retail mutual funds. Becoming 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...SuggestedWork at officeLocal areaFlexible hours
$66.3k - $70k
Jovia Financial Credit Union is seeking a Wealth Advisor to deliver comprehensive financial services within a fast-paced environment. Candidates should have a minimum of two years of investment sales experience, maintaining necessary licenses, and proficient in Microsoft...SuggestedWork at office- ...About Us At WealthBridge Financial Group, we help individuals, families, and business... ...individuals to join our growing team as Financial Professionals. In this role, you will work closely... ...development Prior experience in sales, finance, or client service is a plus (not...SuggestedFlexible hours
$34.5k - $53k
Sales and Service Banker, Williston Park, Long Island, NYCountry: United States of America... ...is a global leader and innovator in the financial services industry and is evolving from a... ...shift. It’s a chance for driven professionals to grow, learn, and make a real difference...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- ...Long Island, NY, we believe in empowering you to achieve your dreams while you help others reach theirs. As an entry-level financial professional, you'll join a Fortune 100 company with a rich history of over 175 years in the finance industry. We're proud of our commitment...
$117.36k
...Fortune 100 company that is a leader in the financial services industry, New York Life will... ...you with a development team and sales support to guide your success. What we’... ...to come. You will grow personally and professionally along with your clients. What we offer....Full timeContract workFor contractors$78k - $152k
...and Transparency. These are the qualities that define Andersen professionals. Know that through our sustained growth and best-in-class... ...taxability studies; Review and Prepare multi-jurisdictional sales and use tax compliance returns; Consistently work with management...Full timeLocal area- Citi in Plainview, NY is seeking an entry-level Personal Banker SAFE Act to assist in executing sales and service activities while fostering customer relationships. The role includes working with business credit requests and delivering exceptional client experiences. Ideal...
- We’re growing our team and looking for motivated, relationship-driven professionals to join us as Financial Professionals. About the Role In this role, you’ll work with individuals, families, and business owners to help them build, protect, and grow their financial futures...
$70k - $90k
...AvailableJob DescriptionResponsibilities:Accounts Payable:Review and code vendor invoices and ensure proper authorizationEnsure proper sales/use tax is paid and determine 1099 eligibilityInput vendor invoices into Aderant accounting systemProcess vendor payments, obtain...Work from home1 day per week$65k - $85k
...proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. Responsibilities: Manage customer accounts and update information in the...For contractorsWork at office- ...relationship growth, personalized banking solutions, and coordination with specialists to meet clients' financial needs. A solid banking background, consultative sales skills, and familiarity with lending and regulatory requirements are important. Candidates should have...
- Citi in Syosset, NY is seeking an Universal Banker for an entry-level role that supports sales and service activities at the branch. The position emphasizes building client loyalty and assisting customers with services to increase sales. You will help with account openings...Part time
- ...detail-oriented Staff Accountant to support daily accounting operations and timely financial reporting. This role focuses on reconciliations, data entry, and assisting with compliance and sales tax filings. The ideal candidate holds a Bachelor’s in Accounting with several...
$90k - $165k
...Managers, Research and Engagement teams, Sales, Marketing, and Compliance to help... ...relevant experience in asset management, financial services, investment communications, client... .... The role is designed for a developing professional who can synthesize investment information...Temporary work$63.3k - $117.2k
...Application Deadline: 08/30/2026 Address: 496 Long Beach Blvd. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the...Contract workPart timeLocal area$70k - $110k
...Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative - State Farm Agent Team Member... ...proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their...For contractors- ...Brentwood, NY seeks a Head Universal Banker to lead and mentor the branch team while delivering exceptional service on transactions and sales. You will guide clients and staff, champion risk controls, and drive a consistent client and team experience aligned with Citi's...
- ...advice-based approach. You will grow and deepen relationships, connect clients with specialists, and deliver TD’s model of convenience, sales, and personalized service. The role emphasizes relationship-building, consultative selling, and adherence to regulatory requirements...
$93k - $191k
...Transformation Office (TTO) requires hands-on understanding of professional services, models for third-party relationships, and relevant... ...Management Professional (PMP)Preferred:Experience in a tax, financial services, or professional services environment, with exposure...Work at officeLocal areaVisa sponsorshipShift work$100k
...Active real estate license Motivation and willingness to learn and excel in their field Strong communication skills Thrives in a professional atmosphere Entrepreneurial mindset with an appetite for learning new skills Optimistic, hardworking, detail-oriented Comfortable...Hourly payFull timeFor contractors- New York Life is seeking a Financial Sales Representative to connect with clients and help secure financial futures through insurance, investments, and retirement solutions. You’ll engage with clients, offer tailored financial advice, and build lasting relationships to...
$75k
...General Office in Uniondale, NY, is seeking an entry-level financial professional. Ideal candidates will possess strong listening skills and the... ...potential and requires a proactive approach to drive sales through networking and marketing strategies. Responsibilities...Full timeWork at officeFlexible hours- Citi in Jericho, NY seeks a Part-time Head Universal Banker to lead branch service delivery, coach staff, and drive sales while managing risk and compliance. You will handle complex transactions, educate clients on digital channels, and ensure high-quality client experiences...Part timeFlexible hoursWeekend work
$50.03k - $65.27k
A leading financial institution is seeking a Universal Banker in Glen Cove, New York. This entry-level role involves supporting customer service and sales activities, assisting with account openings, and delivering service to resolve account issues. The ideal candidate...Part time- ...Brentwood, NY seeks a Head Universal Banker to lead the branch team, deliver exceptional service, and guide complex transactions and sales activities. You will mentor Universal Bankers and Tellers, champion risk and control, and drive client satisfaction through digital...
- ...Webster Bank in the New York metropolitan area is seeking a Banking Center Manager to lead daily sales, service, and operations. You will cover the branch in the Manager's absence and guide staff to deliver exceptional client experiences. You will build relationships with...
- ...The Citi Personal Banker SAFE Act is an entry level position in Brentwood, NY, focused on assisting with sales, products, and services in coordination with customer service teams. The role aims to build loyalty among individual consumer clients and grow sales through cross...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Sales Professional. Be the first to apply!
- financial services professional Melville, NY
- finance financial Melville, NY
- senior financial analyst fp&a Melville, NY
- first financial bank Melville, NY
- financial Melville, NY
- financial fraud Melville, NY
- financial institutions Melville, NY
- ally financial Melville, NY
- financial sales Melville, NY
- financial banking Melville, NY



