Financial Sales Representative

Job Description

Job Description

Join a team where your ability to connect with others can truly make a difference. At New York Life, we empower you to secure financial futures for individuals, families, and businesses through comprehensive insurance, investment, and retirement solutions. As a Financial Sales Representative, you’ll start your career in an environment that values collaboration and professional growth. Your role will involve engaging with clients, offering tailored financial advice, and building lasting relationships to ensure their financial well-being.

We’re seeking motivated individuals with excellent interpersonal skills who are eager to learn and grow in the finance industry. Strong organizational skills, attention to detail, and a passion for exceptional customer service will set you up for success. We offer competitive pay, clear career advancement opportunities, and a supportive culture dedicated to doing what’s right for clients and communities. If you’re ready to take the next step in your career and make a meaningful impact, we encourage you to apply today. Compensation:

$120,000+ at plan earnings

Responsibilities:

• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
• Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
• Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients

Qualifications:

• Job seekers must already have or be willing to get an insurance license
• Fundamental computer skills such as experience with Microsoft Office
• High school diploma necessary; college degree a bonus
• Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
• Working knowledge of accounting and sales lead software is a plus

• Willingness to learn about investments, investment programs, and language for approaching clients and prospects when speaking on these services. Willing to get necessary licenses (SIE, Series 63, Series 7)

About Company

We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.