New York Life
King of Prussia, PA, USA
Financial Advisor / Registered Representative / Agent
We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.
Job description
New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds
Minimum experience or requirements: *
As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:
Highly self-motivated and self-disciplined with the ability to work effectively and independently
Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
Fearless, positive attitude and willingness to be accountable for results
Organized, detail-oriented and excellent time-management skills
Desire for continuous learning
Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
Why New York Life?
From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.
Our extensive, agent-focused resources include:
Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path
The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales
Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support
Dedicated underwriters who work diligently on cases
Committed managers who don’t sell; instead they’re dedicated to helping you succeed
A team of highly-trained, experienced product consultants to support your client acquisition needs
Significant income potential
Substantial benefits, including a defined benefit pension plan and 401k 1
If you are interested in this career opportunity, please email your resume to: arodriguez1@ft.nyl.com
Financial Advisor / Registered Representative / Agent
We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.
Job description
New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds
Minimum experience or requirements: *
As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:
Highly self-motivated and self-disciplined with the ability to work effectively and independently
Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
Fearless, positive attitude and willingness to be accountable for results
Organized, detail-oriented and excellent time-management skills
Desire for continuous learning
Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
Why New York Life?
From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.
Our extensive, agent-focused resources include:
Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path
The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales
Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support
Dedicated underwriters who work diligently on cases
Committed managers who don’t sell; instead they’re dedicated to helping you succeed
A team of highly-trained, experienced product consultants to support your client acquisition needs
Significant income potential
Substantial benefits, including a defined benefit pension plan and 401k 1
If you are interested in this career opportunity, please email your resume to: arodriguez1@ft.nyl.com
WSFS Bank
King of Prussia, PA, USA
If you are innovative, dedicated and want to love where you work, then consider a career at WSFS Bank. At nearly 200 years old, we are the oldest and largest locally-managed bank and trust company headquartered in the Delaware Valley. We take pride in our culture of engaged Associates that bring to life WSFS’ mission We Stand For Service through our daily delivery of stellar Customer experiences. Because of this, we have been consistently ranked a Top Workplace in the region and recognized as a Gallup Great Workplace.
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts. This role will be responsible for opening new accounts and submitting loan applications. The incumbent will comply with Bank policies and procedures, as well as regulatory banking requirements. Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services. Additionally, this role will assist Customers with teller transactions, and will be responsible for processing various transactions in a timely, efficient, accurate, and friendly manner.
We provide a continuous learning environment, challenging work and opportunities for advancement. Our Personal Bankers are provided with a series of classroom and hands-on experiences at various banking offices to apply the knowledge and skills learned. Each Associate will be positioned for success over a 4-6 month training period with the necessary knowledge needed to provide stellar service and become an engaged member of the organization. Training covers applications used to conduct transaction processing and account opening, referral techniques, customer service and relationship building. You will also be trained in relationship building methods and referral techniques in order to make the best product and service recommendations for your customers and expand your branch's customer base.
This position will staff a banking office in Montgomery County, Pennsylvania which can include Blue Bell, King of Prussia, Oaks, Trooper, Limerick and surrounding areas.
This is a full-time 40 hour/week position with a flexible rotating weekly schedule and 2-3 Saturdays per month are required. This schedule can change at any time based on business needs. This position offers a competitive base salary, incentive opportunity, and benefits. The hired candidate must be legally authorized to work in the United States without an employer-sponsored petition for a visa, such as an H-1B visa. WSFS Bank does not intend to file any visa applications in connection with this opening.
Minimum experience or requirements:
Minimum Qualifications:
High School Diploma or equivalent is required.
Must have at least one year of face-to-face customer service experience.
Previous cash handling experience is required.
Prior consultative sales experience is required.
Must have a proven ability to work with customers in an enthusiastic manner.
Previous experience in a retail sales environment is strongly preferred.
Must have a proven ability for attention to detail.
Must have the ability to use and learn multiple banking and software programs.
Must have proven, excellent customer service skills.
Must have excellent oral and written communication skills.
Must possess the ability to market Bank products and services.
Physical Demands: The physical demands described below must be met by an Associate to successfully perform the essential functions of this job.
Incumbent will be required to stand for intermittent periods of time.
Incumbent may be required to sit for prolonged periods of time.
Dexterity is mandatory as this job requires frequent use of hands and fingers.
The incumbent will be required to walk, reach with hands and arms, push items overhead, occasionally climb or balance, stoop, kneel, crouch or crawl.
The incumbent will also be required to talk, hear, see, read and write.
This position requires regular lifting and moving of 10-25 lbs.
Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus.
Cognitive Demands: The cognitive demands described below must be met by an Associate to successfully perform the essential functions of the job.
This position requires adaptability, assessing, analyzing, calculating, dependability, memorizing, good judgment, stress control, prioritization, social skills and speaking.
This position requires comprehension, organization, reasoning and decision-making, communication and mathematical ability.
Incumbent must possess the capability to understand, remember, and apply oral and/or written instructions or other information, organize thoughts and ideas into understandable terminology, prioritization of own work schedule, apply common sense in performing job duties and making decisions which have impact on immediate work unit.
Incumbent must be able to understand and follow basic instructions and guidelines, complete routine paperwork, use existing form letter and/or conduct routine oral communication, communicate with individuals using a telephone, hear and speak effectively on the telephone, express or exchange ideas by means of spoken word, communicate orally with others accurately and quickly, at an audible level that others can hear.
Incumbent must also have the ability to count accurately and the ability to add, subtract, multiply, divide and record, balance and check results for accuracy.
EOE/Minorities/Females/Disability/Vet/Drug-Free Workplace
If you are innovative, dedicated and want to love where you work, then consider a career at WSFS Bank. At nearly 200 years old, we are the oldest and largest locally-managed bank and trust company headquartered in the Delaware Valley. We take pride in our culture of engaged Associates that bring to life WSFS’ mission We Stand For Service through our daily delivery of stellar Customer experiences. Because of this, we have been consistently ranked a Top Workplace in the region and recognized as a Gallup Great Workplace.
WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts. This role will be responsible for opening new accounts and submitting loan applications. The incumbent will comply with Bank policies and procedures, as well as regulatory banking requirements. Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services. Additionally, this role will assist Customers with teller transactions, and will be responsible for processing various transactions in a timely, efficient, accurate, and friendly manner.
We provide a continuous learning environment, challenging work and opportunities for advancement. Our Personal Bankers are provided with a series of classroom and hands-on experiences at various banking offices to apply the knowledge and skills learned. Each Associate will be positioned for success over a 4-6 month training period with the necessary knowledge needed to provide stellar service and become an engaged member of the organization. Training covers applications used to conduct transaction processing and account opening, referral techniques, customer service and relationship building. You will also be trained in relationship building methods and referral techniques in order to make the best product and service recommendations for your customers and expand your branch's customer base.
This position will staff a banking office in Montgomery County, Pennsylvania which can include Blue Bell, King of Prussia, Oaks, Trooper, Limerick and surrounding areas.
This is a full-time 40 hour/week position with a flexible rotating weekly schedule and 2-3 Saturdays per month are required. This schedule can change at any time based on business needs. This position offers a competitive base salary, incentive opportunity, and benefits. The hired candidate must be legally authorized to work in the United States without an employer-sponsored petition for a visa, such as an H-1B visa. WSFS Bank does not intend to file any visa applications in connection with this opening.
Minimum experience or requirements:
Minimum Qualifications:
High School Diploma or equivalent is required.
Must have at least one year of face-to-face customer service experience.
Previous cash handling experience is required.
Prior consultative sales experience is required.
Must have a proven ability to work with customers in an enthusiastic manner.
Previous experience in a retail sales environment is strongly preferred.
Must have a proven ability for attention to detail.
Must have the ability to use and learn multiple banking and software programs.
Must have proven, excellent customer service skills.
Must have excellent oral and written communication skills.
Must possess the ability to market Bank products and services.
Physical Demands: The physical demands described below must be met by an Associate to successfully perform the essential functions of this job.
Incumbent will be required to stand for intermittent periods of time.
Incumbent may be required to sit for prolonged periods of time.
Dexterity is mandatory as this job requires frequent use of hands and fingers.
The incumbent will be required to walk, reach with hands and arms, push items overhead, occasionally climb or balance, stoop, kneel, crouch or crawl.
The incumbent will also be required to talk, hear, see, read and write.
This position requires regular lifting and moving of 10-25 lbs.
Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus.
Cognitive Demands: The cognitive demands described below must be met by an Associate to successfully perform the essential functions of the job.
This position requires adaptability, assessing, analyzing, calculating, dependability, memorizing, good judgment, stress control, prioritization, social skills and speaking.
This position requires comprehension, organization, reasoning and decision-making, communication and mathematical ability.
Incumbent must possess the capability to understand, remember, and apply oral and/or written instructions or other information, organize thoughts and ideas into understandable terminology, prioritization of own work schedule, apply common sense in performing job duties and making decisions which have impact on immediate work unit.
Incumbent must be able to understand and follow basic instructions and guidelines, complete routine paperwork, use existing form letter and/or conduct routine oral communication, communicate with individuals using a telephone, hear and speak effectively on the telephone, express or exchange ideas by means of spoken word, communicate orally with others accurately and quickly, at an audible level that others can hear.
Incumbent must also have the ability to count accurately and the ability to add, subtract, multiply, divide and record, balance and check results for accuracy.
EOE/Minorities/Females/Disability/Vet/Drug-Free Workplace
