Financial Services Representative
1 week ago
We are seeking a highly motivated and self-disciplined candidate to join our team as a Sales Agent at New York Life Spokane. As a Sales Agent, you will play a critical role in helping clients identify and reach their financial goals.
Responsibilities- Develop and employ marketing and business plans to grow your client base
- Help clients achieve their financial goals by presenting a breadth of solutions offered by our competitive suite of products and services
- Secure licenses for selling securities and investment products for wealth management and advanced planning
- Prospect and contact potential clients to discuss their financial needs and concerns
- Improve your professional skills and knowledge through the New York Life training curriculum
- Network with the community to build branding
- Motivation to earn the income that you deserve
- A growth mindset and sales experience are strongly preferred
- Articulate complicated concepts using superb written and verbal communication skills
- Must possess uncompromising integrity
- Strong business acumen
- Leverage personal networks and contacts and engage your community to identify prospects
- Possess staying power
- Professional business experience
- Licensing preferred but not required
- Coachable
- Natural "Networker"
As a mutual company, with no investors or outside owners, New York Life Spokane is uniquely aligned with our client's interests and priorities. With over 170 years of industry success, we have earned numerous accolades, including being ranked #78 on Fortune 100 in 2024 and having many agents qualify for MDRT year after year. Our agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance.
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