Financial Services Consultant

1 week ago


Spokane, Washington, United States New York LIfe Full time
Job Overview

The Financial Services Consultant role is a client-centric position that allows you to operate independently while being supported by a reputable organization. As a Financial Consultant with New York Life, you will assist individuals, families, and businesses in achieving their financial aspirations by leveraging our comprehensive range of insurance and financial products.

This position not only helps you secure your own future but also offers the chance to take charge of your career in an environment that values hard work and promotes a healthy work-life balance.

No prior experience in finance or insurance is necessary, as we have found that individuals from diverse professional backgrounds can thrive in this field. Combine your existing professional skills with a fulfilling career that empowers others to gain financial literacy.

Compensation:

$65,000 to $110,000 based on performance


Key Responsibilities:

  • Formulate and implement marketing strategies and business plans to expand your client portfolio
  • Assist clients in reaching their financial objectives by presenting a wide array of solutions from our competitive product offerings
  • Obtain necessary licenses for selling securities and investment products related to wealth management and advanced planning
  • Identify and engage potential clients to discuss their financial needs and concerns
  • Enhance your professional skills and knowledge through the comprehensive training programs offered by New York Life
  • Engage with the community to enhance brand visibility
  • Be driven to earn the income you deserve, as this is a business that rewards your efforts


Qualifications:

  • A college degree or equivalent business experience is required
  • A growth-oriented mindset and sales experience are highly preferred
  • Ability to articulate complex concepts with excellent written and verbal communication skills
  • Must demonstrate unwavering integrity
  • Strong business acumen is essential
  • Utilize personal networks and community engagement to identify potential clients
  • Possess resilience and determination
  • Professional business experience is beneficial
  • Licensing is preferred but not mandatory
  • Willingness to learn and adapt
  • Natural networking abilities are advantageous


Benefits:

  • Dental insurance
  • Disability insurance
  • Health insurance
  • Life insurance
  • Vision insurance


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