Senior Financial Services Professional

2 days ago


Dallas, Texas, United States New York Life DFW Full time

We are seeking a dedicated individual to join our team as a Senior Financial Services Representative in the Dallas area. This position involves delivering top-notch customer service, supporting clients with financial management, and offering details about our range of financial products and services.

Job Summary
  • Deliver exceptional customer service by utilizing sales/CRM databases, customer records, and related organizational tools to accurately report progress to monthly and quarterly sales goals
  • Implement effective sales strategies and tactics proven to maintain and grow client portfolios
Responsibilities
  • Educate and consult new and potential clients on their priorities and finances, determining suitable plan options that successfully meet their individual needs
  • Develop and deliver risk management strategies for each client based on their risk profile
  • Maintain consistent quality customer service, staying up-to-date on industry protocols and policy changes
Qualifications
  • Strong communication skills with excellent verbal and written abilities
  • Licensed and/or willing to obtain a Life/Health insurance license
  • Prior sales and/or business experience preferred, with a go-getter mindset and strong desire to help others
About Us

New York Life DFW is among the strongest and most respected financial companies in America today, ranking #72 on the 2022 Fortune 100 list. We offer a promise to work with you to build a strong financial future for both you and your clients.

The estimated annual salary for this position is $82,500-$102,000+, depending on experience and performance. With a hybrid work environment, we provide the flexibility and support you need to succeed in your role.



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