- Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives
- Analyze customer financial situations and provide tailored financial services and insurance products
- Develop customized financial plans for clients that are tailored to their specific goals and objectives
- Monitor markets, research financial products, and stay updated with new developments in the financial sector
- Provide customer service to current and potential MassMutual customers
- Bachelor's degree in a related field such as finance, accounting, or economics
- Internship or some experience in the Financial Services industry
- Strong customer service, communication, and presentation skills
- Excellent verbal and written communication skills
- Good knowledge of risk management and investment strategies
- Life, Accident, Health resident license
- Knowledge and proficiency in the use of CRM software and financial data analysis tools
- Strong organizational and time management skills
- Ability to multitask and prioritize
- Proficiency in MS Office
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Service Representative
1 week ago
Ecolab Newark, United StatesEcolab is hiring and we are excited to turn your next opportunity into a career Are you someone who uses your hands-on skills to solve problems? Do you enjoy the hospitality industry but are looking for a career that allows for a flexible schedule? We are looking for self-motivat ...
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Guest Service Representative
1 week ago
Bubbly Paws Newark, United States**Guest Serv**ice Representative** · Do you love dogs? Would it be a dream to hang out with them all day? If you answered YES, we'd love to meet you. · We are looking for a **Guest Service Representative** to join our team. This is a critical role to our stores and is the first i ...
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Customer Service Representative
1 week ago
Frattellos Ristorante & Pizzeria New York, United States**Overview**: · **We are seeking a Customer Service Representative to join our team. Our Client, a fast-growing restaurant is looking to hire an experienced and competent Customer Representative. Responsibilities include greeting and serving customers, taking orders, providing de ...
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Customer Service Representative
1 week ago
Genie Solutions Manhattan, United States**Job Title: Customer Service Representative** · **Location**: New York, USA · **Company Description**: · We are a leading company in our industry, dedicated to providing exceptional products/services and unparalleled customer support. Our team is expanding, and we are seeking en ...
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Member Service Representative
2 weeks ago
White Rose Credit Union York, United States**Purpose**:The successful applicant will serve as a liaison between the member and the credit union. Responsible for providing account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, re ...
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Customer Service Representative
1 week ago
Light Abilities New York, United StatesJob Summary: · **Responsibilities**: · - Work with our Team to file and manage data in Excel. · - Assist our Brands with order placement, modifications, and cancellations. · - Maintain accurate customer records by updating account information and handling data entry tasks. · - Co ...
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Customer Service Representative
1 week ago
Cloudscale365 Newark, United States**Role Description**: · **Job Functions**: · - Offer administrative and clerical support to customers and the sales team. · - Uphold a high standard of professionalism and positively represent the organization. · - Keep track of deadlines and raise any deviations from the set tim ...
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Patient Service Representative
1 week ago
New York University New York, United StatesPosition Summary: Provide the first level of customer service to patients of the dental clinic, from greeting and routing patients to record maintenance and cashier duties. Monitor daily clinic operations, within guidelines. Assign and review work of and train a number of student ...
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Customer Service Representative
1 week ago
Club Curate Comm New York, United States**Job Title**: Customer Service Representative · **Location**: New York, NY · **Company**: Club Curate Comm · We are seeking a motivated and enthusiastic individual to join our team as a Customer Service Representative. As the first point of contact for our customers, you will pl ...
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Customer Service Representative,
2 weeks ago
Snyder Recycled Auto and Truck Parts Holland, United StatesJob Description Summary: · Snyder's Recycled Auto and Truck Parts is seeking a Bilingual Customer Service Representative. · Key Responsibilities: · - Team Support and Collaboration: · - Assist in the daily operations of the customer service team. · - Support Sales, Delivery and P ...
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Member Service Representative
5 days ago
VIllageCare of New York New York, United States**Member Service Representative** · VillageCareMAX · 112 Charles Street, New York, NY 10014 · COME WORK FOR THE LEADING, LOCAL MANAGED CARE COMPANY - VILLAGE CARE · VillageCare is looking for a self-motivated Member Services Representative responsible for handling all calls that ...
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Customer Service Representative
1 week ago
Yummy Mummy LLC New York, United StatesFounded in 2009, Yummy Mummy is a national Durable Medical Equipment supplier of breast pumps and supplies, contracted with more than 100 insurance plans and located in Manhattan. · **'''Duties'''**: · - Maintain a high level of professionalism and excellent phone etiquette while ...
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Customer Service Representative
1 week ago
NYC Careers New York, United States**Customer Service Representative **: · - Apply**Customer Service Representative **: · - Agency: CONSUMER AND WORKER PROTECTION · - Posted on: 05/17/2024- Job type: Full-time · Location · NYC-ALL BOROS · - Title Classification: Exam may be required · Department · Licensing Custom ...
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Service Representative
3 days ago
Erickson Foundation Solutions Hudson, United StatesWe are Erickson Foundation Solutions, specializing in Foundation Repair, Concrete Repair, Radon Mitigation, Waterproofing and everything "Basementy" We are proud to be part of the SupportWorks and Basement Systems Networks which allows us access to the best support and products o ...
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Member Service Representative
5 days ago
VIllageCare of New York New York, United States**Member Service Representative** · VillageCareMAX · 112 Charles Street, New York, NY 10014 · COME WORK FOR THE LEADING, LOCAL MANAGED CARE COMPANY - VILLAGE CARE · VillageCare is looking for a self-motivated Member Services Representative responsible for handling all calls that ...
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Client Service Representative
5 days ago
Sumitomo Mitsui Banking Corporation New York, United StatesSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 ...
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Member Service Representative
5 days ago
VIllageCare of New York New York, United States**Member Service Representative - Bilingual Polish (Hybrid)** · VillageCareMAX · 112 Charles Street, New York, NY 10014 · COME WORK FOR THE LEADING, LOCAL MANAGED CARE COMPANY - VILLAGE CARE · VillageCare is looking for a self-motivated Member Services Representative responsible ...
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Member Service Representative
5 days ago
VIllageCare of New York New York, United States**Member Service Representative** · VillageCareMAX · 112 Charles Street, New York, NY 10014 · COME WORK FOR THE LEADING, LOCAL MANAGED CARE COMPANY - VILLAGE CARE · VillageCare is looking for a self-motivated Member Services Representative responsible for handling all calls that ...
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Member Service Representative
2 weeks ago
VIllageCare of New York New York, United States**Member Service Representative - Russian** · VillageCareMAX · 112 Charles Street, New York, NY 10014 · COME WORK FOR THE LEADING, LOCAL MANAGED CARE COMPANY - VILLAGE CARE · VillageCare is looking for a self-motivated Member Services Representative responsible for handling all c ...
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Member Services Representative
1 week ago
Supreme Fitness Group New York, United States**Job Summary** · The **Member Services Representative **will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. · **Essential Duties and Responsibilities** · - Gree ...
Financial Services Representative - New York, United States - Fifth Avenue Financial
Description
Job Description
Job DescriptionThe Opportunity:Fifth Avenue Financial is looking for a Financial Services Representative to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis.
Job Responsibilities:If you do not already have the SIE, Series 7, 66, and/or Life, Accident & Health license, you will work towards obtaining these to offer associated services, in addition to your continued professional development.