Financial Services Representative

3 weeks ago

Grand Rapids, Michigan, United States New York Life and NYLIFE Securities Full time
Job Opportunity

We are seeking a highly motivated and results-driven Financial Services Representative to join our team at New York Life and NYLIFE Securities. As a key member of our sales team, you will play a critical role in helping us achieve our sales goals and provide financial security and peace of mind to our clients.

Key Responsibilities:
  • Track performance goals and key sales metrics on a monthly and quarterly basis to ensure company objectives are met.
  • Generate qualified leads for the sales team to provide a quick response to customers.
  • Work within your specific geography to identify 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 databases regularly to provide the most up-to-date client information to the sales team.
  • Build relationships with clients by understanding their financial goals and providing tailored advice and solutions.
  • Conduct thorough financial needs analyses to identify areas of improvement and provide suitable recommendations.
  • Deliver informative and engaging presentations to educate clients on insurance products and financial planning strategies.
  • Identify opportunities to enhance clients' coverage and financial portfolios by offering additional insurance products.
  • Attend networking events and actively seek out potential clients to expand your professional network.
  • Continuously enhance your knowledge of insurance products, industry regulations, and financial planning techniques to better serve your clients.
Requirements:
  • 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.
  • Understanding of the sales process and ability to enter information into client databases.
  • Current U.S. driver's license and ability to travel by car.
  • Educational background: Bachelor's degree in finance, business, or a related field 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.
About Us:

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we can earn their trust and loyalty. Every decision we make and every action we take has one overriding purpose: To be here when our customers need us.

Benefits include retirement, life, medical, dental, vision, and defined benefit pension plans.

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