Associate Financial Planner
a plus Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related...
a plus Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related...
with Microsoft Office Suite (Word, Excel PowerPoint, etc.) • Relevant insurance experience as an insurance agent or other position...
Long Island, Brooklyn, or Queens About Company: About NYL - Melville: We are among the strongest and most respected... are a must • Skilled with Microsoft Office • Customer service or experience as a sales representative are highly valued • Prior health...
About Company: About NYL - Melville: We are among the strongest and most respected financial companies in the world.... We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track...
: • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related... to successfully network and prospect for new clients • Must live in or near Long Island, Brooklyn, or Queens About Company: About NYL...
Basic computer skills including proficiency with Microsoft Office suite is required Experience using accounting or sales...