- Wells Fargo (New York, NY)
- …+ Experience recommending financial services products and services + Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to ... Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for… more
- Equitable (New York, NY)
- …focus. + Knowledge of state licensing requirements a plus + Knowledge of FINRA licensing requirements (SIE, Series 7, Series 6 , Series 63, Series 66) ... for excellence + Experience with FINRA examination preparation a plus + FINRA SIE, and Series 7 a plus, or ability to obtain after hire + Research and data gathering… more
- Citizens (Rochester, NY)
- …with a minimum 3 or more years industry experience + A combination of Life and Health, Series 6 , and/or Life and Health, SIE licenses required + Must be able to ... and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II...obtain Series 7 and 66 within specific timeframe required Hours… more
- Bankers Life (Buffalo, NY)
- …grow with you . Renewable income and Bonus programs . Fully paid insurance licensing, SIE, Series 6 , Series 63, CFP(R), and more . Retirement Savings Program ... Note: Applicants must reside in the state of position to be considered. more
- Bankers Life (Fishkill, NY)
- …$400 for the first four weeks as an active agent . Fully paid insurance licensing, SIE, Series 6 , Series 63, CFP(R), and more . Retirement Savings Program ... Financial Services Professional - Hybrid Experience Location: Fishkill, NY, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life(R), one of the most respected companies in the Financial Services industry, is… more
- Citigroup (Queens, NY)
- …a goal-oriented team player able to work without direction + US: Current Registration for FINRA series 6 , 63, and 65 are required for the role. Individuals with ... Series 7 and 66 or equivalent are encouraged to apply. + Insurance group 1 required; will give 120 days to obtain if not already held. + This position requires the… more
- Citizens (New York, NY)
- …Professional Credentials + Bachelor's degree (preferred) or 3-5 years relevant equivalent experience + Series 6 (or 7), 63 (or 66), and Life and Health Insurance ... Licenses. At least one of these licenses is required; additional licenses can be obtained within a specific timeframe upon hire + Demonstrated success in a client-centric, proactive sales environment + Experience in cultivating relationships + Success in new… more
- Paychex (Manhattan, NY)
- …+ 2 years of experience in Relevant Sales Experience. + Must be able to obrain Series 6 , 63, SIE + Valid Driver's License Required Compensation In the spirit of ... pay transparency, we are excited to share that the starting base pay for this position is $70,000 to $75,000 annually + commission. Please keep in mind that this is the base pay only and does not consider other components that make up the total rewards package… more
- Equitable (Syracuse, NY)
- …years of experience with customer relations service, sales, or compliance **Preferred Qualifications:** + Series 6 or 7 + Knowledge of the comprehensive suite of ... Life, Annuity and Brokerage products + Working knowledge of insurance, FINRA and/or SEC rules and of State regulations + Investigative, analytical and negotiation skills + Excellent written and verbal communication and presentation skills + Strong project… more
- Morgan Stanley (Purchase, NY)
- …to accurately input data as a primary function, and someone who could attain their Series 7 within 6 months and CFP within two years. Qualifications: * ... and good time management skills * Strong computer and data entry skills * Series 7 license within 6 months of start date * CFP within two years of start date *… more