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Financial Services Representative

4 weeks ago

Grand Rapids MI USA, United States New York Life West Michigan Full time
About the Role

New York Life West Michigan is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our sales team, you will be responsible for providing exceptional service to our clients, helping them achieve their financial goals, and building a successful career with our company.

Responsibilities
  • Develop and implement comprehensive financial plans for clients, utilizing our range of insurance and investment products.
  • Build and maintain strong relationships with clients, understanding their unique financial needs and goals.
  • Stay up-to-date on industry trends and product offerings, ensuring you can provide expert advice and guidance to clients.
  • Collaborate with colleagues and managers to achieve sales targets and grow the business.
  • Participate in ongoing training and professional development to enhance your skills and knowledge.
Requirements
  • Ability to obtain SIE and Series 6 licenses.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Entrepreneurial spirit and a drive to succeed in a sales environment.
  • Ability to work in a fast-paced environment and meet sales targets.
  • Fluency in Spanish or Portuguese is a plus.
What We Offer

New York Life West Michigan offers a comprehensive compensation package, including a competitive salary, bonus structure, and benefits. We also provide ongoing training and professional development opportunities to help you succeed in your career.

If you are a motivated and results-driven individual with a passion for helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.