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Financial coordinator Jobs in Albuquerque, NM

Last updated: 13 hours ago
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Financial Advisor

Financial Advisor

New York LifeAlbuquerque, NM, United States
Full-time
Thrilling chance available in Albuquerque for a Financial Advisor.A mix of purpose and financial benefits.Aid clients in safeguarding their financial futures. Flexible workload and schedule.Opportun...Show moreLast updated: 14 hours ago
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Financial Analyst

Financial Analyst

Jabil, Inc.Albuquerque, NM, US
Full-time
At Jabil we strive to make ANYTHING POSSIBLE and EVERYTHING BETTER.We are proud to be a trusted partner for the world's top brands, offering comprehensive engineering, manufacturing, and supply cha...Show moreLast updated: 7 days ago
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Financial Investigator

Financial Investigator

Contact Government Services, LLCAlbuquerque, NM, United States
$57,677.01–$78,275.94 yearly
Full-time +1
Employment Type : Full-Time, Mid-Level.Department : Financial Investigation.CGS is seeking a Financial Investigator to join our team providing legal support and investigative services to a large fede...Show moreLast updated: 14 hours ago
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Recycling Coordinator

Recycling Coordinator

Clayton HomesAlbuquerque, NM, United States
Part-time
Clayton Homes, a Berkshire Hathaway company and the nation's leading housing provider, is a vertically integrated housing company that builds, sells, and insures affordable housing.Our commitment t...Show moreLast updated: 1 day ago
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EVENTS COORDINATOR

EVENTS COORDINATOR

Michaels Stores, Inc.NM, United States
Full-time
Store - ALBQ-MONTGOMERY PLAZA, NM.Plan, coordinate, and facilitate events (including kids birthday parties) within a Michaels store to provide a stress-free, fun, and engaging experience for guests...Show moreLast updated: 1 day ago
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Patient Services Coordinator - Patient Financial Services

Patient Services Coordinator - Patient Financial Services

UNM Medical Group, Inc.Albuquerque, NM, United States
$43,451.00 yearly
The UNM Medical Group, Inc is seeking an Full-time.Patient Financial Services Department of the UNM Cancer Center.Minimum $35,339 - Midpoint $43,451 •. Salary is determined based on years of total re...Show moreLast updated: 30+ days ago
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Lead Financial Consultant

Lead Financial Consultant

NusendaAlbuquerque, NM, United States
Full-time
Nusenda Credit Union is dedicated to excellent member service and being a great place to work.We strive to make a positive difference in the lives of our members and the communities we serve to hel...Show moreLast updated: 4 days ago
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Residential Coordinator

Residential Coordinator

DungarvinAlbuquerque, NM, US
Full-time
Embrace the opportunity to positively change someone’s life! Join our team as a DSP Caregiver at Dungarvin!.At Dungarvin, you have the ability to make someone's life better! Embrace the o...Show moreLast updated: 30+ days ago
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Cheif Financial Officer

Cheif Financial Officer

Keenbee Talent SoluitionsAlbuquerque, NM, US
Full-time
Quick Apply
The role involves directing financial operations to ensure.The Chief Financial Officer (CFO) manages the organization’s financial affairs, including procurement, investments, and prepares financial...Show moreLast updated: 14 days ago
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Coordinator Financial IT

Coordinator Financial IT

Marvel InfotechMonterey Park, New Mexico, USA
Full-time
Job Title Coordinator (Financial IT).Location : Los Angeles CA (Near Monterey Park) Hybrid 3 days onsite Only Locals Candidates. Skills : Project Coordinator skilled admin & finance and has technica...Show moreLast updated: 20 days ago
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Financial Analyst

Financial Analyst

University of New MexicoAlbuquerque, NM, US
Full-time
The University of New Mexico Comprehensive Cancer Center (UNMCCC) Clinical Trials Financial Analyst (Medicare Coverage Analyst) is responsible for reviewing clinical research protocols, informed co...Show moreLast updated: 5 days ago
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Financial Advisor - Albuquerque

Financial Advisor - Albuquerque

Thrivent FinancialAlbuquerque, NM, United States
Full-time
Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals.You'll enjoy the satisfaction of making a difference in the lives of the people you ser...Show moreLast updated: 13 hours ago
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Entertainment Coordinator

Entertainment Coordinator

Palmilla Senior LivingAlbuquerque, NM, US
Full-time
At Spectrum Retirement Communities we believe in living without limits, in aging fearlessly, and in sharing great stories. The Spectrum Story is full of compassion, hard work, and fun.If the chapter...Show moreLast updated: 4 days ago
Financial Advisor

Financial Advisor

New York Life - Albuquerque RegionAlbuquerque, NM, US
$50,000.00–$100,000.00 yearly
Thrilling chance available in Albuquerque for a Financial Advisor.A mix of purpose and financial benefits.Aid clients in safeguarding their financial futures. Flexible workload and schedule.Opportun...Show moreLast updated: 30+ days ago
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Financial Professional

Financial Professional

New York Life Insurance CompanyAlbuquerque, NM, United States
$117,359.40 yearly
Full-time
Are you a leader who has the following traits?.If the answer is yes, consider becoming an insurance agent • to drive positive impact in the lives of families every day. At New York Life, you’re in co...Show moreLast updated: 15 days ago
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Event Coordinator

Event Coordinator

Main Event EntertainmentAlbuquerque, NM, US
$15.00–$18.25 hourly
Full-time
At Main Event, our Event Coordinators help our Guest's plan memorable birthday and event experiences, by creating a vision of FUN! As an Event Coordinator, you will partner with our Guests to creat...Show moreLast updated: 7 days ago
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Proposal Coordinator

Proposal Coordinator

Sierra Peaks CorporationAlbuquerque, NM, US
Full-time
Sierra Peaks Corporation is in need of a Proposal Coordinator to join our Business Development Team.The position is located in Albuquerque, NM, however this person will support proposals across all...Show moreLast updated: 7 days ago
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Clinical Coordinator

Clinical Coordinator

Lovelace Medical CenterAlbuquerque, NM, United States, NM, United States
Full-time
Requires extensive cardiac background, with a strong focus on providing high-quality patient care in an Intermediate Care Cardiac (PCU) setting. Develop and implement staff development plans to ensu...Show moreLast updated: 2 days ago
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Chief Financial Officer I

Chief Financial Officer I

State of New MexicoAlbuquerque, NM, United States
$61,531.00–$98,449.00 yearly
Full-time
This position is a Pay Band 75.The Office of Family Representation and Advocacy provides high quality legal representation and advocacy for New Mexico families in the child abuse and neglect system...Show moreLast updated: 16 days ago
Financial Advisor

Financial Advisor

New York LifeAlbuquerque, NM, United States
14 hours ago
Job type
  • Full-time
Job description

Description

Thrilling chance available in Albuquerque for a Financial Advisor. A mix of purpose and financial benefits. Aid clients in safeguarding their financial futures. Flexible workload and schedule. Opportunities for career advancement. Bright career prospects with both personal and financial gratification.

Responsibilities

  • Meet with clients in Albuquerque to review their financial goals, needs, and individual circumstances.
  • Provide personalized suggestions to clients in Albuquerque regarding suitable life insurance plans and financial products that match their specific needs.
  • Introduce and advocate for various life insurance policies, such as term, whole, and universal life insurance alternatives, to clients in Albuquerque.
  • Assist clients in Albuquerque with accurately completing insurance applications and ensuring the submission of all necessary documentation.
  • Collaborate with insurance companies to streamline the underwriting process and address any concerns that may arise for clients in Albuquerque.
  • Educate clients in Albuquerque about insurance products, coverage options, and the benefits of different policies.
  • Offer ongoing assistance to clients in Albuquerque, including policy reviews, updates, and adjustments as their needs change.
  • Stay updated on industry trends, new products, and regulatory changes to provide clients in Albuquerque with the most relevant advice.
  • Ensure compliance with legal and regulatory standards at all times, including maintaining the appropriate licensing and certifications in Albuquerque.
  • Build and maintain strong relationships with clients in Albuquerque to establish trust and foster long-term loyalty.
  • Achieve sales targets and performance goals established by the insurance company or agency for clients in Albuquerque.

Qualifications

  • Excellent verbal and written communication skills are essential to effectively explain intricate insurance concepts and policies to clients in Albuquerque, NM.
  • Proven track record in sales is crucial for successfully selling various insurance products and adeptly handling any objections that may arise.
  • Demonstrating empathy and active listening skills is vital for genuinely understanding clients' financial circumstances, requirements, and objectives.
  • Strong analytical abilities are necessary to evaluate clients' financial situations and suggest suitable insurance solutions tailored to their needs.
  • Meticulous attention to detail is fundamental for accurately completing applications, managing paperwork, and ensuring compliance with industry regulations.
  • Exceptional organizational skills are needed to efficiently manage multiple clients and tasks while maintaining precise records.
  • Self-motivation is key to achieving sales targets and meeting personal and professional goals in the financial advisory role.
  • Upholding high ethical standards is paramount for preserving integrity and professionalism when dealing with clients and handling confidential information.
  • A customer-focused approach is critical for providing outstanding service and fostering enduring relationships with clients.
  • Adaptability is essential for adapting to changing market conditions and effectively meeting clients' evolving needs.
  • Proficiency in financial products, particularly life insurance options and basic financial planning principles, is a requirement.
  • Possession of relevant state licenses and certifications, or the willingness to obtain them, is necessary for practicing as a financial advisor in Albuquerque, NM.
  • Comfort with utilizing CRM software, online tools, and other technological resources is important for efficiently managing client information and sales processes.