Jobs

    Experienced Financial Advisor - Kennedy Space Center, United States - New York Life

    New York Life
    New York Life Kennedy Space Center, United States

    3 weeks ago

    Default job background
    Description


    New York Life is looking for talented Advisors.

    Working as an Advisor for New York Life allows you to provide clients with the advice and support they need to pursue their financial goals while carving out a prosperous future for yourself. Our Agents are well-equipped to suggest the product best suited for each client's specific needs, through our multitude of financial options. We trust in our products and, most importantly, in our Advisors to make the right choices for the people they assist.

    At New York Life, our clients come first, and we have constructed a comprehensive education and training program that can be tailored to your lifestyle. Plus, when you join us, you'll be part of one of the top companies in our field.

    We are proud to offer our Advisors a full benefits package, with perks such as:
    • Health Insurance
    • Dental Care
    • Vision Plans
    • 401k
    • Pension
    Responsibilities

    •Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies

    •Process current policyholders' insurance claims while monitoring the status of existing insurance claims

    •Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date

    •Determine new customers' financial needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible

    •Our blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference

    Qualifications

    The Qualities that we look for in Our Advisors here at New York Life:

    •Sales experience preferred - an enterprising mindset

    •Life, Health, Variable Annuity License 2-15

    •Series 6 or 7 Preferred

    •Strong communication skills

    •Desire to help others

    •Strong business acumen

    •Perseverance in the face of a challenge

    •Ability to engage your community and leverage personal networks/contacts

    •In conjunction with in-office training, we've created a comprehensive and user-friendly learning experience within New York Life's online portal system that is accessible anytime, anywhere, and from any device
  • New York Life

    Financial Advisor

    9 hours ago

    New York Life Kennedy Space Center, United States

    · Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with su ...

  • New York Life -Orlando

    Financial Services Professional

    3 weeks ago

    New York Life -Orlando Kennedy Space Center, United States

    · Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking an entrepreneurial, money-minded individual who is looking for an opportunity to break into the financial services industry Our successful Entry-Level Financial ...

  • U.S. Bancorp

    PWM Private Wealth Advisor

    1 week ago

    U.S. Bancorp Kennedy Space Center, United States

    At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shar Wealth Advisor, Wealth, Privat ...

  • Regal Securities

    Wealth Advisor

    3 weeks ago

    Regal Securities Kennedy Space Center, United States

    Wealth Advisor · Regal Advisory Services, Inc. Orlando, FL, United States · Regal Securities, Inc. is a diversified financial services firm serving private clients, professional investors and institutions. We are adding a Wealth Advisor to our team to assist in the growth of o ...

  • New York Life -Orlando

    Financial Planner

    2 weeks ago

    New York Life -Orlando Kennedy Space Center, United States

    · We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a var ...

  • Trajan Wealth LLC

    New Opportunity

    2 weeks ago

    Trajan Wealth LLC Kennedy Space Center, United States

    Job purpose · With almost $2B in AUM and AUA, Trajan Wealth is excited to announce a rare advisor opportunity. We are expanding to the Orlando area and are seeking an experienced, proven Financial Advisor. · Not only are we one of the fastest growing RIA firms in the country, b ...

  • Creative Financial Staffing

    Corporate Controller

    3 weeks ago

    Creative Financial Staffing Kennedy Space Center, United States

    CORPORATE CONTROLLER - Succession to CFO plan ABOUT THE COMPANYOur client is a leader in specialty construction in the commercial space looking for a Corporate Controller with succession to CFO plan. The brand-new headquarters are in a highly desired area of Orlando, FL (relocati ...

  • New York Life -Orlando

    Financial Services Professional

    9 hours ago

    New York Life -Orlando Kennedy Space Center, United States

    · We are seeking an eager, strategic, and definitive financial professional to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through ...

  • latitude

    Property Accountant

    3 weeks ago

    latitude Kennedy Space Center, United States

    Job Title: Property Accountant · Job Summary: As a property accountant, you will oversee financial activities related to real estate properties, ensuring accuracy, compliance, and efficiency in financial reporting and transactions. You will collaborate with various stakeholders ...

  • SeaWorld Parks & Entertainment

    Director, Labor Strategy

    3 weeks ago

    SeaWorld Parks & Entertainment Kennedy Space Center, United States

    SeaWorld is a world-renowned leader in the themed-park and entertainment industry. Our success is built on a passion for caring for animals and a dedication to delivering positive, memorable experiences to people from around the world. Were also committed to helping ambitious peo ...

  • Equitable Services

    Operations Coordinator

    3 weeks ago

    Equitable Services Kennedy Space Center, United States

    At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of workin ...

  • BBA Aviation Plc.

    Transformation Manager

    3 weeks ago

    BBA Aviation Plc. Kennedy Space Center, United States

    Job ID 10509Date Posted 05/06/2024Location Orlando, FloridaAirport Lake Nona, FLCompany Signature Flight Support LLCJob Type Full timeJob Level StandardJob DescriptionSignature Aviation is a market leading global aviation services provider with over 220 locations and 6,000 employ ...

  • Equitable Services

    Branch Manager, Central Florida Branch

    1 week ago

    Equitable Services Kennedy Space Center, United States

    At Equitable, our power is in our people. · We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of wor ...

  • U.S. Bank

    Healthcare Business Banking Relationship Manager

    3 weeks ago

    U.S. Bank Kennedy Space Center, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • Foundation Risk Partners

    Accounting Manager

    3 weeks ago

    Foundation Risk Partners Kennedy Space Center, United States

    Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Accounting Manager -Tax to their team in Orlando, FL. · Job Summary: · As an Accounting Manager - Tax, you will be responsible for overseeing all aspects of tax ...

  • Marriott Vacations Worldwide

    Sales Executive Team Lead Grande Vista

    3 weeks ago

    Marriott Vacations Worldwide Kennedy Space Center, United States

    Are you ready to grow your dream career while making others' vacation dreams come true? Marriott Vacations Worldwide is a world premier organization for Vacation Ownership with resorts at destinations around the globe. Join our team and help deliver unforgettable experiences that ...

  • Marriott Vacations Worldwide

    Sales Executive Team Lead Grande Vista

    2 weeks ago

    Marriott Vacations Worldwide Kennedy Space Center, United States

    Are you ready to grow your dream career while making others' vacation dreams come true? Marriott Vacations Worldwide is a world premier organization for Vacation Ownership with resorts at destinations around the globe. Join our team and help deliver unforgettable experiences that ...

  • Project Management Advisors

    Project Director

    3 weeks ago

    Project Management Advisors Kennedy Space Center, United States

    Project Management Advisors, Inc. (PMA) is a national real estate advisory firm providing consulting services as the owner's representative, including development management, project management, program management and investor representation. Recognized among the commercial real ...

  • Marriott Vacations Worldwide

    Owner Sales Executive

    4 weeks ago

    Marriott Vacations Worldwide Kennedy Space Center, United States

    Are you ready to grow your dream career while making others' vacation dreams come true? Marriott Vacations Worldwide is a world premier organization for Vacation Ownership with resorts at destinations around the globe. Join our team and help deliver unforgettable experiences that ...

  • ProVal Tech

    Director of Operations

    3 days ago

    ProVal Tech Kennedy Space Center, United States Permanent

    Director of Operations at a growing Technology Consulting and Outsourcing Services Firm located in Orlando, FL · About our Company · ProVal Technologies helps Managed IT Service Providers (MSP's) to offload centralized services functions like tools management, automation, monit ...