Discount Brokerage Sales Representative jobs in New York

Discount Brokerage Sales Representative is responsible for the timely buying and selling of securities for clients at discounted commissions. Ensures accuracy of transactions and keeps abreast of market conditions. Being a Discount Brokerage Sales Representative typically does not make investment recommendations unless client holds advised account or other fee-based product. Requires a bachelor's degree in area of specialty or in a related area and may require state licensure. Additionally, Discount Brokerage Sales Representative requires NASD series 7 license. Typically reports to a manager or head of a unit/department. The Discount Brokerage Sales Representative occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Discount Brokerage Sales Representative typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Customer Service Representative
  • SRS Insurance Brokerage
  • Valley Stream, NY FULL_TIME,PART_TIME
  • Overview:
    We are seeking a Customer Service Representative to join our team. The ideal candidate will be responsible for providing exceptional customer service and support to our clients.

    Duties:

    - Handle billing inquiries, payments, quote intakes and policy servicing
    - Handle incoming customer inquiries via phone and email
    - Resolve customer complaints promptly and professionally
    - Conduct outbound calls to follow up on customer inquiries or issues
    - Utilize data entry skills to update customer records and information
    - Demonstrate excellent phone etiquette and communication skills at all times
    - Assist bilingual customers in both English and Spanish as needed

    Qualifications:
    - Previous experience in a customer service role preferred
    - Proficiency in data entry and CMS/AMS software
    - Strong communication skills with the ability to interact effectively with customers
    - Experience in outbound calling and sales is a plus
    - Bilingual proficiency in English and Spanish is advantageous
    - Ability to handle multiple tasks while maintaining attention to detail
    - Excellent problem-solving skills and a customer-focused mindset

    Join our team as a Customer Service Representative and be part of a dynamic work environment where your contributions make a difference!

    Job Types: Full-time, Part-time

    Pay: $17.00 - $20.00 per hour

    Expected hours: 40 per week

    Benefits:

    • 401(k)
    • Flexible schedule
    • On-the-job training
    • Paid time off

    Experience level:

    • No experience needed

    Shift:

    • 8 hour shift

    Weekly day range:

    • Monday to Friday

    Work setting:

    • In-person
    • Office

    Ability to Commute:

    • Valley Stream, NY 11580 (Required)

    Ability to Relocate:

    • Valley Stream, NY 11580: Relocate before starting work (Required)

    Work Location: In person

  • 2 Days Ago

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Financial Representative - Plainview, NY
  • Fidelity Brokerage Services LLC
  • , NY FULL_TIME
  • Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty...
  • 19 Days Ago

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Financial Services Representative - Columbia, MD
  • Fidelity Brokerage Services LLC
  • Twin, NY FULL_TIME
  • Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
  • 24 Days Ago

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Financial Services Representative - Plainview, NY
  • Fidelity Brokerage Services LLC
  • , NY FULL_TIME
  • Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
  • 9 Days Ago

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Financial Services Representative - Mequon, WI
  • Fidelity Brokerage Services LLC
  • Port Washington, NY FULL_TIME
  • Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
  • 1 Month Ago

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Retail Sales Representative
  • Wireless Sales
  • Latham, NY FULL_TIME,PART_TIME
  • Are you outgoing, self-motivated, reliable, and love technology? MarketSource is currently searching for a Retail Sales Rep to join our Target Tech family! Our Retail Sales Rep position is designed to...
  • 1 Month Ago

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Associate Sales Consultant
  • Intellijoint Surgical Inc.
  • Edison, NJ
  • Tagline: Drive sales growth with exciting, innovative, medical technology! Type of Position: Full time Location: New Jer...
  • 6/2/2024 12:00:00 AM

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Selling Associate-Edison
  • Victoria's Secret
  • Fort Myers, FL
  • Who are we? Victoria's Secret & Co. (NYSE: VSCO) is a Fortune 500 specialty retailer of modern, fashion-inspired collect...
  • 6/2/2024 12:00:00 AM

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Selling Associate-Westmoreland
  • Victoria's Secret
  • Greensburg, PA
  • Who are we? Victoria's Secret & Co. (NYSE: VSCO) is a Fortune 500 specialty retailer of modern, fashion-inspired collect...
  • 6/2/2024 12:00:00 AM

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Regional Vendor Specialist
  • American Homes 4 Rent
  • Charleston, SC
  • Since 2012, we've grown to become one of the leading single-family rental companies and homebuilders in the country, rec...
  • 6/2/2024 12:00:00 AM

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Regional Vendor Specialist
  • American Homes 4 Rent
  • Cincinnati, OH
  • Since 2012, we've grown to become one of the leading single-family rental companies and homebuilders in the country, rec...
  • 6/1/2024 12:00:00 AM

A
Associate Sales Consultant
  • Accordance Search Group
  • The Associate Sales Consultant: Works alongside the Sales Consultant to drive sales for within an assigned geographic te...
  • 5/31/2024 12:00:00 AM

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Selling Associate
  • Ralph Lauren (Corporate, Stores)
  • New Orleans, LA
  • Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle pro...
  • 5/29/2024 12:00:00 AM

A
Vendor Specialist
  • Arrow Electronics, Inc.
  • Newmarket, Suffolk
  • Position: Vendor Specialist Job Description: Arrow's Enterprise Computing Solutions (ECS) business is a global technolog...
  • 4/19/2024 12:00:00 AM

New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States. New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean. In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Discount Brokerage Sales Representative jobs
$55,925 to $104,054

Discount Brokerage Sales Representative in Fort Worth, TX
A successful candidate for discount brokerage sales representative or officer will routinely report to the sales manager or head of the department.
February 18, 2020
Discount Brokerage Sales Representative in Newport News, VA
Discount brokerage sales representatives are expected to build their own clientele.
December 11, 2019
Discount Brokerage Sales Representative in Idaho Falls, ID
A discount brokerage sales representative can also be referred to as a discount brokerage sales officer.
December 31, 2019