Financial Services Representative - Sales

Job Description

Job Description

Join us at New York Life, where you'll make a real impact as a Financial Services Representative in the insurance industry. We value your growth and provide the resources needed to develop both personally and professionally. Our culture thrives on collaboration, innovation, and inclusiveness, making sure you feel valued and proud to be part of a team committed to doing the right thing. When you engage with clients, you'll build meaningful relationships that drive your success and support our collective mission.

Enjoy comprehensive benefits like health, dental, vision, and a robust 401(k) plan with matching, alongside a pension and generous paid time off. We believe in empowering you with a career that offers growth opportunities and a sense of belonging. Let's shape the future together with integrity and dedication, fostering an environment where you can thrive and excel. Compensation:

$86,000 - $94,000

Responsibilities:

• Engage with clients to understand their financial needs and provide tailored insurance solutions.
• Build and maintain long-term relationships with clients, ensuring their evolving needs are met.
• Collaborate with team members to develop strategies that enhance client satisfaction and drive sales.
• Educate clients on the benefits of our insurance products, empowering them to make informed decisions.
• Utilize company resources to stay informed about industry trends and regulatory changes.
• Participate in ongoing training and development programs to enhance your skills and knowledge.
• Proactively identify new business opportunities through networking and community involvement in Williams County.

Qualifications:

• Experience in financial services or sales, with a focus on client engagement, is not necessary.
• Ability to build and maintain strong, trust-based relationships with clients.
• Proven track record of meeting and exceeding sales targets.
• Strong communication skills to effectively convey complex information.
• Ability to collaborate with team members to develop strategic sales approaches.
• Knowledge of current insurance products and industry trends.
• Proficiency in conducting financial assessments to recommend suitable products.

About Company

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

• Full Benefits-Health, Dental/Vision
• 401(k) +Match
• Pension
• Paid Time Off