Financial Services Representative - Sales

Job Description

Job Description

As a Financial Services Representative in Sales with New York Life, you'll play a vital role in helping individuals and families achieve financial security. This is more than just a job; it's a chance to grow alongside a company that is deeply committed to your personal and professional development. You'll benefit from our dedication to career growth, with access to resources and programs that support your journey. We believe in doing the right thing, fostering a culture of collaboration, innovation, and inclusivity.

Join us and enjoy a comprehensive benefits package, including health, dental, and vision coverage, a 401(k) with company match, and a pension plan. You'll also have the advantage of paid time off, allowing you to maintain a healthy work-life balance. At New York Life, we're proud to support our employees through both virtual and in-person interactions, reinforcing our strong relationship-focused culture. Let's work together to make a difference in the lives of clients and build a rewarding future for you. Compensation:

$86,000 - $94,000

Responsibilities:

• Engage with clients to understand their financial goals and provide tailored insurance solutions that meet their needs.
• Build and maintain strong, lasting relationships with clients, ensuring they feel supported and valued throughout their journey with us.
• Collaborate with team members to develop innovative strategies that enhance client satisfaction and drive sales growth.
• Conduct thorough market research to stay informed about industry trends and identify new opportunities for client engagement.
• Educate clients on the benefits of our insurance products, empowering them to make informed decisions about their financial future.
• Utilize our comprehensive resources to continuously improve your knowledge and skills, contributing to your professional growth and success.
• Maintain accurate and up-to-date records of client interactions and transactions, ensuring seamless service delivery and compliance with industry standards.

Qualifications:

• Experience in sales or customer service, with a focus on building strong client relationships.
• Ability to understand and articulate financial concepts, empowering clients to make informed decisions.
• Proven track record of meeting or exceeding sales targets in a competitive environment.
• Strong communication skills, both verbal and written, to effectively engage with clients and team members.
• Ability to conduct market research and stay informed about industry trends to identify new opportunities.
• Proficiency in using CRM software to maintain accurate records and streamline client interactions.
• Commitment to continuous learning and professional development, utilizing available resources to enhance skills and knowledge.

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