Entry-Level Financial Professional

2 weeks ago


Grand Rapids, United States New York Life and NYLIFE Securities Full time
Description

We're looking for an outgoing inside sales representative to help us smash our sales goals You'll help us generate leads by prospecting potential clients and adding qualified leads to the sales funnel. This is a great position for individuals who love working in a fast-paced environment where they can maximize their earning potential. If this sounds like a job you'll love, apply now

Responsibilities

Client Engagement: Build relationships with clients by understanding their financial goals and providing tailored advice and solutions
In-Depth Analysis: Conduct thorough financial needs analyses to identify areas of improvement and provide suitable recommendations
Educational Presentations: Deliver informative and engaging presentations to educate clients on insurance products and financial planning strategies
Cross-Selling: Identify opportunities to enhance clients' coverage and financial portfolios by offering additional insurance products
Networking: Attend networking events and actively seek out potential clients to expand your professional network
Self-Development: Continuously enhance your knowledge of insurance products, industry regulations, and financial planning techniques to better serve your clients
•Track performance goals and key sales metrics on a monthly and quarterly basis to make sure company goals are achieved
•Generate qualified leads for the sales team so they can provide a quick response to customers
•Work within your specific geography to find new business opportunities
•Prospect potential customers via cold calling, email, or other forms of communication to ensure they are added to the sales pipeline and produce more qualified leads
•Update customer database regularly to provide the most up-to-date client information to the sales team

Qualifications

Educational Background: Bachelor's degree in finance, business, or a related field is preferred but not required
Professional Skills: Strong communication skills, both oral and written, with the ability to explain complex financial concepts in a clear and concise manner
Entrepreneurial Mindset: Self-motivated with a drive to succeed in a competitive sales environment
Networking Abilities: Proven ability to build and expand a professional network through relationship building and referral generation
Integrity and Ethics: Commitment to maintaining the highest ethical and professional standards in all client interactions
Technology Proficiency: Comfortable using computer applications and digital tools to facilitate client meetings and presentations
Licensing: Must have or obtain a Life & Accident/Health license; ability to obtain SIE, Series 6 and 63
•High school diploma or equivalent required, college degree preferred
•Strong time management skills, communication skills, both written and verbal, and interpersonal skills
•Two years of previous sales experience
•Understand the sales process and how to enter information into client databases
•Current U.S. driver's license and the ability to travel by car
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