Entry-Level Financial Service Sales Professional

Description

Start your career with New York Life, where growth and development in the insurance industry are within your reach. As an Entry-Level Financial Service Sales Professional, you'll play a key role in delivering financial security to clients, supported by our comprehensive solutions. Our culture is rooted in integrity and humanity, guiding every client interaction and ensuring we're consistently there for policy owners and partners. From day one, you'll have access to extensive training and resources, allowing you to hone your skills and build meaningful client relationships.

At New York Life, we prioritize your career advancement with a clear path to leadership through our Fast Track Management Program. You'll gain valuable insights from seasoned mentors and collaborate with experienced agents as you work toward becoming an associate partner. Our supportive work environment and competitive compensation packages, including full benefits, a 401(k), and a pension plan, reflect our commitment to your success. Join us and be part of a company dedicated to building a future with integrity and innovation. Your journey with New York Life is not just a job-it's an opportunity to make a difference and grow both personally and professionally.

Responsibilities

• Engage with potential clients to understand their financial needs and provide tailored insurance solutions.
• Build and maintain strong relationships with clients, ensuring their ongoing satisfaction and trust in our services.
• Collaborate with team members to develop innovative strategies for reaching sales targets and expanding the client base.
• Participate in training sessions and workshops to continuously enhance your knowledge of the insurance industry and our product offerings.
• Utilize our CRM system to track client interactions, manage leads, and ensure timely follow-ups.
• Conduct financial needs analyses to help clients plan for their future and achieve their financial goals.
• Stay informed about industry trends and regulatory changes to provide clients with accurate and up-to-date information and advice.

Qualifications

• Experience in customer service or sales, demonstrating strong interpersonal skills.
• Ability to communicate effectively and build rapport with diverse clients.
• Proven track record of meeting or exceeding sales targets in a fast-paced environment.
• Strong organizational skills to manage multiple client accounts and sales activities.
• Proficiency in using CRM systems to track client interactions and sales progress.
• Willingness to participate in ongoing training and professional development.
• Ability to work collaboratively within a team to achieve common goals and objectives.