9 Financial Services Specialist Jobs in Melville, NY
National Life is Hiring a Financial Services Specialist Near Melville, NY
We are seeking passionate, determined, personable, and outgoing individuals to add to our team. Financial Representatives help clients identify and achieve their financial goals by utilizing Life Insurance, Disability Insurance, Long-Term Care, and Annuities. We prospect for and meet with potential clients to accomplish their future and current financial goals.
Responsibilities
•Call and prospect for potential clients
•Conduct meetings with your manager, in person, via Zoom, or over the telephone
•Provide ongoing service and support to clients
•Obtain a Life and Health License within 30 days before hire
Qualifications
•Excellent communication skills
•Coachable and willing to learn
•Strive in a competitive sales environment
•Ability to hit sales goals on a monthly and annual basis
•Previous experience in sales, retail, banking, and financial services preferred
Job Summary
Full Time
$97k-126k (estimate)
04/16/2024
05/02/2024
nationallife.com
TROY, MI
1,000 - 3,000
1848
TAMMY KING
$1B - $3B
Insurance
Related Companies
The following is the career advancement route for Financial Services Specialist positions, which can be used as a reference in future career path planning. As a Financial Services Specialist, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Specialist. You can explore the career advancement for a Financial Services Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Specialist job description and responsibilities
Analyze customer requirement to recommend suitable and customize financial products and solutions as per client’s financial status.
03/14/2022: San Bernardino, CA
Administer and perform various activities such as opening personal and business accounts, preparing and completing saving and other financial certificates and checking of accounts.
04/08/2022: Flagstaff, AZ
May also assist students with questions, paperwork, requirements, as they relate to financial aid and student receivables.
02/25/2022: Vincennes, IN
They also prepare and submit financial paperwork to government regulators.
03/17/2022: Sioux Falls, SD
Evaluate and discuss options to assist clients to meet their financial and lifestyle goals as may be applicable.
03/09/2022: Mesa, AZ
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Specialist jobs
But learning about the work of financial specialists begins with understanding the way their work has changed.
03/19/2022: Clarksville, TN
Because of the complexity of their work, financial specialists usually need at least a bachelor’s degree to get an entry-level job.
05/01/2022: Albany, NY
Knowledge of governmental financial processes and systems would give you advantage.
02/11/2022: Macon, GA
Knowledge of methods for locating, compiling, organizing, and analyzing financial data are needed for this position.
03/16/2022: Provo, UT
Understanding of financial and accounting principles are highly needed for this role.
02/22/2022: Killeen, TX
Step 3: View the best colleges and universities for Financial Services Specialist.
