Licensed Financial Sales Consultant Jobs in New York, NY | Glassdoor
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Licensed Financial Sales Consultant Jobs in New York, NY

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  • 3.5
    Wells Fargo – Garden City, NY
    6 days ago 6d
    Required Qualifications 1+ year of sales experience in financial services, outside sales experience, or a combination of both… personal and financial goals through homeownership. We have an immediate opening for a Home Mortgage Consultant (HMC). This…
  • 3.7
    Nationwide – New York, NY
    NEW
    complete licensing requirements for Life, P&C, Accident and Health upon hire. Experience: Eight years of sales or sales management… understanding of business concepts including financial pro forma, operating plans, goal setting, sales and marketing techniques. Good understanding…
  • 3.5
    NewsCred – New York, NY
    Est. Salary $50k-$84k
    20 days ago 20d
    analysis, technical pre sales, or consulting experience, ideally in a data analytics or marketing consulting space 5+ years of strong… solutions within constraints of time and budget; Effectively consults with management of customer organizations; and Delivers operational…
  • 3.0
    AllianceBernstein – New York, NY
    14 days ago 14d
    NY-based Retirement Sales Associate for our DCIO Sales group which is dedicated to supporting firm sales initiatives, territory… is an opportunity to help the Internal/External sales force promote the sale of the firm’s proprietary investment services through…
  • 3.3
    Signature Bank – New York, NY
    Est. Salary $27k-$46k
    11 days ago 11d
    Corporation, a licensed broker-dealer, investment adviser and member FINRA/SIPC. Cash Management Sales Specialist, Midtown… Midtown Manhattan In this position, you will consult with clients and Private Client Groups regarding Cash Management products…
  • 3.5
    NewsCred – New York, NY
    Est. Salary $115k-$194k
    26 days ago 26d
    analysis, technical presales, or consulting experience, ideally in a data analytics or marketing consulting space Deep expertise in… a large marketing department or as a professional service consultant to a Global 2000 marketing department Martech application…
  • 3.2
    Marsh & McLennan Companies, Inc. – New York, NY
    17 days ago 17d
    role, the Senior LAD Consultant will: Lead and participate in new business opportunities with sales channel partners Cross-sell… , the Life, Absence and Disability (LAD) Senior Consultant will lead consulting engagements with 5,000 life employers regarding…
  • 3.7
    Nationwide Insurance – Brooklyn, NY
    Est. Salary $25k-$44k
    28 days ago 28d
    years of experience in financial services A successful track record in sales State life insurance license required; FINRA Series… Exclusive Agency FinancialSales Specialists: This position offers the opportunity to build your own financial business by partnering…
  • 3.3
    SolarCity – Long Island City, NY
    25 days ago 25d
    As a SalesConsultant, you will own the relationship with customers and will be responsible for meeting or exceeding sales targets… and benefits of solar energy based on their needs. Our SalesConsultants spend much of their time visiting with prospective customers…
  • 3.4
    AXA – Secaucus, NJ
    10 days ago 10d
    and others in the industry, including CFP®, Chartered FinancialConsultant and Chartered Life Underwriter. Requirements:… Management Accounting Sales About AXA AXA Advisors, LLC is a leading provider of financial services for consumers and…
  • 3.7
    Travelers Companies – New York, NY
    18 days ago 18d
    relationship. Sales: With an increased level of independence, uses a consultative marketing / sales culture and successfully… successfully employs consultative selling approach to market products to agents and brokers. Identifies and captures new business opportunities…
  • 4.1
    Eclaro International – New York, NY
    17 days ago 17d
    routines to support sales process. Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired. CFP or CRCP… Designations desired. • Insurance licenses desired. • Who does this position report to? • Market Sales Manager • What are the 3-4…
  • 3.7
    JLL – New York, NY
    6 days ago 6d
    . programming, design, entitlements, bidding, permitting, consultant selection, design team selection, schedule creation, contractor… being met. Performance management of all contracted vendors, consultants, etc. Identify and address areas of concern regarding potential…
  • McGraw Wentworth – New York, NY
    17 days ago 17d
    role, the Senior LAD Consultant will: Lead and participate in new business opportunities with sales channel partners… , the Life, Absence and Disability (LAD) Senior Consultant will lead consulting engagements with 5,000 life employers regarding…
  • ProEnlist – Brooklyn, NY
    EASY APPLY
    Est. Salary $40k-$108k
    NEW
    Job Description: The primary role of the Financial Center Financial Solutions Advisor (FSA) is to deepen banking and investment… partners including other Financial Center teammates, Small Business Bankers, Mortgage Loan Officers, Financial Advisors, in Consumer…
  • 4.2
    Marsh & McLennan Agency – New York, NY
    17 days ago 17d
    role, the Senior LAD Consultant will: Lead and participate in new business opportunities with sales channel partners… , the Life, Absence and Disability (LAD) Senior Consultant will lead consulting engagements with 5,000+ life employers regarding…
  • 3.0
    The Provident Bank – Fanwood, NJ
    7 days ago 7d
    2 years in a retail sales/service environment preferred LICENSES AND/OR CERTIFICATES Licenses and Certifications Expiration… relationships through consultative conversations and to identify customer needs and translate those needs to sales opportunities…
  • 2.4
    Zones, Inc. – New York, NY
    Est. Salary $51k-$83k
    17 days ago 17d
    solutions, as well as acting as a consultant and subject matter expert for clients and Zones’ sales teams with minimal supervision… equivalent experience Certifications/Licenses/Etc. Professional-level technical and sales certification or higher is required…
  • 3.5
    Principal Financial Group – New York, NY
    Est. Salary $33k-$59k
    23 days ago 23d
    expert analysis and screening of bid specifications, consultation with sales and account management on underwriting guidelines,… Must obtain Life & Health licenses within 3 months (active license preferred). Must maintain licenses by meeting continuing education…
  • 3.3
    Mercer – New York, NY
    17 days ago 17d
    role, the Senior LAD Consultant will: Lead and participate in new business opportunities with sales channel partners Cross-sell… , the Life, Absence and Disability (LAD) Senior Consultant will lead consulting engagements with 5,000 life employers regarding…
  • 3.7
    Marriott Vacations Worldwide – New York, NY
    24 days ago 24d
    timeliness of closings. Giving Sales Presentations Follow and adhere to the ConsultativeSales Process when presenting to owners… loan applications and financial documents with the customer and ensure completed properly. Work with Sales Management to minimize…
  • 3.0
    AXA Equitable – Secaucus, NJ
    11 days ago 11d
    and others in the industry, including CFP®, Chartered FinancialConsultant and Chartered Life Underwriter. Requirements:… Management Accounting Sales About AXA AXA Advisors, LLC is a leading provider of financial services for consumers and…
  • 3.6
    Manulife Financial – New York, NY
    13 days ago 13d
    of increasing participation and AUM Filling the role of consultant to advisers, TPA’s and plan sponsors, as it relates to the… advance intermediary relationships (both adviser and plan consultant (TPA)) in the absence of an RVP Partnering with intermediaries…
  • 3.6
    JPMorgan Chase & Co. – New York, NY
    NEW
    experience in: Retail banking sales, or Financial services sales, or Consultative relationship sales role in a related industry… customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs. You'll contribute…
  • 3.0
    Wolters Kluwer – New York, NY
    21 days ago 21d
    various sales channels Understand UCC, Registered Agent, Corporate Reporting, and Business Licensing services Consultative sales… competitive and highly motivated team of 8 Sales Reps in order to drive profitable sales growth. Time will be spent identifying customer…
  • 3.6
    JPMorgan Chase & Co. – New York, NY
    4 days ago 4d
    experience in: Retail banking sales, or Financial services sales, or Consultative relationship sales role in a related industry… customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs. You'll contribute…
  • Major Chrysler Jeep Dodge – New York, NY
    Est. Salary $23k-$32k
    27 days ago 27d
    people for ALL SALES REPRESENTATIVE POSITIONS! As a BDC Sales Associate, you'll be responsible for managing all sales activities… recent surge in sales, we will be looking to hire MULTIPLE SALES REPRESENTATIVES! REQUIREMENTS- Previous sales associate experience…
  • 3.4
    Chinatrust Bank USA – Brooklyn, NY
    NEW
    and proper asset allocations. Refer customers to licensed WM FinancialConsultants as appropriate Actively participate in community… products, financial reports, branch banking operations and procedures, and banking laws and regulations Strong sales and marketing…
  • 2.9
    7-Eleven – Newark, NJ
    7 days ago 7d
    have a valid driver’s license with a clean driving record Physical Requirements: The Field Consultant position requires constant… . You’ll also work with an experienced Field Consultant to enhance your consulting and influencing skills. Once you have a comprehensive…
  • 3.7
    Morgan Stanley – New York, NY
    5 days ago 5d
    provide services to institutional clients: Institutional Consulting/Graystone Corporate Retirement Services Corporate Cash… Stock Plan Services/Corporate Executive Services/Executive Financial Services The position will report to the Head of Field…
  • 3.1
    Mercer LLC – New York, NY
    NEW
    experience within an Insurance, Financial Strategy and/or Investment or Retirement, Risk and Finance Consulting environment Specialized… of financial strategy, group annuities or other insurance company investment products and services. Ability to consultant on all…
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