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Maintain accurate and current financial records, including accounts payable, accounts receivable, and general ledger entries, and manage tax filings with tax advisors (income, sales, 1099s, 1042s.
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC). Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions.
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Must possess familiarity with cost accounting principles and understand basic concepts of sales, marketing and billing. Participates in the preparation of Operations Departments Indirect Budgets and assists in financial analysis such as manpower profiles, metrics, shipments, and variance analysis.
$77,443 - $129,071 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Home-based route sales business offering personal, professional, and financial flexibility. As an Outside Sales / Route Sales professional, you’ll manage your own protected local route & sell our National tool brands & equipment to technicians & automotive professionals.
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As a Financial Services Marketing Consultant – Melville, NY regional sales office, you'll assist management and advisors in developing and implementing marketing programs as well as support materials that will enable advisors and management to effectively penetrate target segments to attract new business and maintain existing business.
$29.42 - $39.81 an hourExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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4+ years related experience in financial services marketing or sales support. Non-sales positions have the opportunity to participate in a bonus program. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. History of success in sales, competitive roles, client services, or client-facing roles.
$60,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts.
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By joining TQE Financial, you can be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.
$60,000 - $128,000 a yearExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology.
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1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results.
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1+ years of professional experience within Financial Services, Insurance, or other transferrable industry domains or hungry to be a business development specialist in the financial planning space with a track record of success in sales.
$62,500 - $144,000 a yearFull-timeExpandApply NowActive JobUpdated 25 days ago - UpvoteDownvoteShare Job
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With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee.
Full-time/part-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets.
ExpandApply NowActive JobUpdated 17 days ago
financial sales jobs in Melville, NY
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