3 Financial Services Representative Jobs in Farmingdale, NY
The Quintessential Experience is Hiring a Financial Services Representative Near Farmingdale, NY
Financial Services Representative
Entry Level, Career Changer or Experienced Agent/Advisor
Ready to take your career and life to new levels of purpose, pride and satisfaction?
Are you looking for a career that will leverage your years of work experience, provide you with the freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? As a Financial Services Representative, you will work directly with individuals, business owners, and families to help them secure their financial futures.
Discover a career in a high growth industry that cant be offshored or outsourced.
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.
We are growing our team of Financial Professionals in Long Island, NY currently looking for talented individuals interested in the financial field to join our team. Must be a driven, entrepreneurial-minded, college student or graduate majoring in Financial/Business, desiring a Management Career Path in the surrounding New York.
Be a part of our winning team, which includes experienced in-house specialist advisors; for you to learn from, collaborate with and partner in meeting the needs of your clients, in areas such as Fee Based Wealth Management, Estate Planning, Business Planning and Financial and Retirement Planning.
License reimbursement, training, and on-going education provided.
Competitive compensation and a full benefits package for qualified individuals.
Who should consider this career?
We provide the resources, support and one-on-one training to help you leverage your prior experience in law, banking, sales, marketing, accounting, management, finance, real estate, mortgage and business development.
However, we have successful advisors that have come from all walks of life, including but not limited to: teachers, lawyers, business owners, engineers and military returning to civilian life.
It is important to also have excellent communication skills, a strong work ethic, and desire to succeed.
To Learn More, Contact us or Visit Our Websites:
TQEfinancial.com
About TQE Financial - The Quintessential Experience in Financial Services
Here at The Quintessential Experience in Financial Services, we are dedicated to the pursuit of helping with the protection, preservation and growth of our clients' assets.
One of the most important aspects of any relationship is communication. As your financial professionals, we believe in "Putting People First". We are here to listen to you...placing a great deal of emphasis on making sure that you are involved in, understand and support the process by which we address your overall needs.
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Schedule:
Flexible
Supplemental Pay:
Bonus pay
Commission pay
Education:
Bachelor's (Preferred)
Experience:
Sales: 3 years (Preferred)
Business development: 3 years (Preferred)
Work Location:
Jericho NY/ Hauppauge NY
Paid Training:
Yes
Job Summary
Full Time
$65k-81k (estimate)
05/03/2024
05/16/2024
The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, 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 Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
04/04/2022: Riverside, CA
Maintain comprehensive knowledge of all services and products and update all request on development needs.
02/14/2022: Altoona, PA
Provide efficient sales, services to customers and monitor sales for all referral objectives.
02/13/2022: Saint Paul, MN
To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
02/26/2022: Topeka, KS
A financial service representative provides financial advice and matches financial products with customers' needs and goals.
02/16/2022: Richland, WA
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 Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
02/19/2022: Olympia, WA
Opt for more than a basic bank account.
03/19/2022: New York, NY
Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
02/16/2022: Frankfort, KY
Soft skills for financial services representative roles can be of help.
02/20/2022: Bradenton, FL
Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
01/08/2022: Miami, FL
Step 3: View the best colleges and universities for Financial Services Representative.
