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Financial Services Representative

2 months ago

Bethesda, Maryland, United States New York Life - Washington DC - Virginia Full time
About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

Our mission is to provide financial security and peace of mind through our investment and protection solutions. Grounded in both confidence and humility, we serve as stewards for the long term. We have been an industry leader since 1845, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.

Job Description

We are seeking a motivated financial service professional to join our team. As a Financial Services Representative, you will work with clients to develop and implement tailored financial plans using our array of services. You will help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.

You will network within your community, build relationships, and understand the needs and financial concerns of clients. You will assess clients' potential life and financial needs and create and implement an individualized plan that can include investment solutions and protection solutions.

You will educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events or circumstances they may encounter. You will promote customized ways for clients to achieve their long-term financial goals.

You will cultivate relationships with a view to helping every family member or individual pursue financial security. You will build and expand your practice by establishing professional networks and prospecting for new clients.

You will implement social media and other marketing strategies to identify and seek prospects so you can foster strong, long-term relationships. You will provide compassion and guidance to clients when unfortunate life circumstances arise.

Responsibilities
  • Develop and implement tailored financial plans using our array of services
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Network within your community, build relationships
  • Understand the needs and financial concerns of clients
  • Assess clients' potential life and financial needs and create and implement an individualized plan that can include investment solutions and protection solutions
  • Educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events or circumstances they may encounter
  • Promote customized ways for clients to achieve their long-term financial goals
  • Cultivate relationships with a view to helping every family member or individual pursue financial security
  • Build and expand your practice by establishing professional networks and prospecting for new clients
  • Implement social media and other marketing strategies to identify and seek prospects so you can foster strong, long-term relationships
  • Provide compassion and guidance to clients when unfortunate life circumstances arise
Qualifications
  • Must possess uncompromising integrity and the ability to communicate complex ideas
  • Must have the ability to successfully network and prospect for new clients
  • Strong relationship management skills and/or experience required
  • Must possess uncompromising integrity
  • Growth mindset, this is a lifelong learning position
  • Excellent calendar management skills
  • An enterprising spirit is a trait for success
  • Sales experience is strongly preferred
  • Desire to make a change and help people as you grow your career
  • Ability to engage your community and leverage personal networks and contacts
  • Coachable and willing to learn is a must
  • Valid FINRA Series 6 or 7 & 63/66 preferred but not required
  • Bachelor's degree in business administration, finance, or a similarly related field. Work/Business experience can be substituted for a college degree