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Financial Services Sales Consultant
2 months ago
Position: Financial Services Sales Consultant at New York Life
Location: Petersburg, VA, US
As a dedicated Financial Services Sales Consultant, you will offer extensive financial guidance to individuals, families, and business owners, assisting them in reaching their financial aspirations both in the immediate and distant future. By becoming part of our organization, you will receive the backing of a proficient team, access to a wide range of financial products, and the chance to earn a competitive income based on your commitment and results.
Compensation:
$100,000 - $150,000 annually
Key Responsibilities:- Craft personalized financial strategies that align with clients' financial objectives.
- Support individuals, families, and entrepreneurs in budgeting, exploring investment avenues, and selecting the best saving and investment approaches.
- Keep abreast of fluctuations in the financial market and provide clients with regular updates.
- Employ financial tools and software to evaluate and recommend appropriate investment options.
- Ensure meticulous and comprehensive documentation of all client transactions and accounts.
- A Bachelor's degree in business, finance, or a related discipline is mandatory.
- Minimum of 2 years of sales experience is required.
- Strong communication and interpersonal skills are essential.
- Applicants must possess US Work Authorization to qualify for this position.
As a mutual company without external investors, New York Life is distinctly positioned to prioritize our clients' needs and goals. With a legacy spanning over 170 years, we have achieved numerous accolades, including:
- A commitment to collaborating with you to secure a robust financial future for both you and your clients.
- Ranked #73 on the Fortune 100 list in 2020.
- A prominent firm with many agents consistently qualifying for the Million Dollar Round Table (MDRT).
- Top-tier financial strength ratings from recognized agencies: Standard and Poor's (AA+), A.M. Best (A++), Moody's (Aaa), and Fitch (AAA).
Our agents and their dependents are eligible for immediate access to medical, dental, vision, long-term disability, and group-term life insurance. New York Life Insurance Company is an equal opportunity employer, embracing diversity in all forms.
