495 Financial Sales Representative Jobs in New York, NY
Pathway Catalyst Partners is Hiring a Financial Sales Representative Near New York, NY
Company Description
At Pathway Catalyst Partners, we are a comprehensive financial services provider in the New York City Metropolitan Area. Our mission is to empower business owners to achieve their unique financial goals through tailored financial solutions. We strive to be a trusted partner that navigates the complexities of financial services, delivering exceptional value and fostering long-term success for our clients.
Role Description
This is a full-time role as a Financial Sales Representative at Pathway Catalyst Partners located in the New York City Metropolitan Area. As a Financial Sales Representative, you will be responsible for day-to-day tasks including communicating with clients, providing exceptional customer service, and selling financial products and services to meet clients' needs. This role requires on-site presence in our office in the New York City Metropolitan Area.
Qualifications
- Finance and Financial Services skills
- Strong communication skills
- Excellent customer service skills
- Proven sales experience
- Ability to understand and explain complex financial concepts
- Strong analytical and problem-solving skills
- Ability to work collaboratively in a team environment.
Job Summary
Full Time
$89k-120k (estimate)
07/10/2024
01/04/2025
The job skills required for Financial Sales Representative include Customer Service, Products and Services, Communication Skills, Problem Solving, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Sales Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Sales Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Sales Representative positions, which can be used as a reference in future career path planning. As a Financial Sales Representative, it can be promoted into senior positions as a Sales Manager - Medicare Products that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Sales Representative. You can explore the career advancement for a Financial Sales Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Sales 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 Sales Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Sales Representative job description and responsibilities
Develop financial strategies and plans and recommend specific products to clients.
03/08/2022: Salem, OR
Supervise all finance sales process and manage multiple responsibilities.
05/03/2022: Lubbock, TX
Coordinate with other departments for the efficiency on all sales procedures and activities.
03/29/2022: Sacramento, CA
They recommend financial services and products to meet client needs.
02/11/2022: Altoona, PA
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.
05/03/2022: Rapid City, SD
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 Sales Representative jobs
Find an entry-level sales position.
02/25/2022: El Paso, TX
Proven experience working as a financial services representative.
03/10/2022: Mesa, AZ
Step 3: View the best colleges and universities for Financial Sales Representative.
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