Financial Services Representative

4 weeks ago


Spokane, Washington, United States New York Life Spokane Full time
About the Role

We are seeking a highly motivated and self-disciplined individual to join our team as a Sales Agent. As a Sales Agent, you will play a critical role in helping clients identify and reach their financial goals.

Key Responsibilities
  • Develop and implement marketing and business plans to grow your client base
  • Present a breadth of solutions offered by our competitive suite of products and services to help clients achieve their financial goals
  • Secure licenses for selling securities and investment products for wealth management and advanced planning
  • Prospect and contact potential clients to discuss their financial needs and concerns
  • Improve your professional skills and knowledge through our comprehensive training curriculum
  • Network with the community to build branding and establish relationships with potential clients
Requirements
  • A growth mindset and sales experience are strongly preferred
  • Excellent written and verbal communication skills to articulate complicated concepts
  • Uncompromising integrity and strong business acumen
  • Leverage personal networks and contacts to identify prospects and engage with the community
  • Possess staying power and professional business experience
  • Licensing preferred but not required
  • Coachable and a natural "Networker"
About New York Life Spokane

As a mutual company, we are uniquely aligned with our clients' interests and priorities. With over 170 years of industry success, we have earned numerous accolades, including:

  • #78 on Fortune 100 in 2024
  • A leading company with many agents qualifying for MDRT2 year after year
  • Highest possible financial strength ratings currently awarded to any life insurer

Our agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. We are an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.



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