Financial Professional

Job Description

Job Description

We’re seeking an outside sales representative to identify new target buyers and upsell to current customers to achieve sales goals. The ideal candidate is a service-oriented outside sales expert who can prospect, present, and close deals efficiently. If you are looking to combine your communication and prospecting skills with your outside sales experience to leverage a more lucrative career in the industry, we want you on our team!

$80,000 - $120,000 yearly

• Use your prospecting and follow-up skills with potential customers online, in-person, or on the phone to uncover potential upsells and new clients
• Show our solution to prospects with sales presentations, negotiate deals, and obtain sales contract signatures
• Meet or surpass the monthly quota for sold business and lead requirements/ revenue-generating activities
• Create a competitive analysis, identify industry and product trends, and position our brand as the clear and obvious choice
• Qualify prospective customers quickly by fact-finding to identify decision-makers, pain points, competition, budget, timeline, and other potential obstacles

• Research and provide financial advice and strategies that are suitable based on the client's risk tolerance and financial objectives
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Customize financial plans for each client based on potential life changes and changing financial needs
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

• Exceptional negotiating, interpersonal, presentation, persuasion, and communication skills
• Some industry or product knowledge preferred and a High school diploma is required
• Ability to meet and exceed monthly quota in sales
• You are an organized, detail and deadline-oriented self-starter who loves contributing your team’s goals
• At least 2 years of outside sales experience preferred

• Superior relationship skills, communication skills, and customer service skills are necessary
• Business mindset
• Relevant knowledge of the financial industry, financial products, and best practices is preferred
• Experience in sales & finance is helpful but not required

Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Become your own boss, and discover how satisfying it can be to shape your own practice and strengthen your community.

New York Life holds the highest financial strength ratings currently awarded.

With New York Life, you're in business for yourself, not by yourself.

As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including:

• Expert training
• Supportive management
• Extensive sales and marketing support
• Backed by over 175 years of experience