Financial Services Professional

4 weeks ago


Bethesda, Maryland, United States New York Life Insurance Company Full time
About the Role

We are seeking a highly motivated and charismatic Financial Services Professional to join our team. As a bilingual speaker in Spanish and/or Portuguese, you will play a key role in helping individuals and families achieve their financial goals.

Job Description

This is a unique opportunity to work with a Fortune 100 company that has been helping Americans protect their families and attain their financial goals for over 175 years. You will be part of a team that is committed to innovation, diversity, and inclusivity.

Key Responsibilities
  • Develop and implement effective sales strategies to meet or exceed annual sales targets.
  • Provide exceptional customer service to clients, ensuring their needs are met and exceeded.
  • Work closely with colleagues to achieve business objectives and drive growth.
  • Maintain accurate records and reports to track progress and identify areas for improvement.
Requirements

To succeed in this role, you will need:

  • A strong understanding of financial services and products.
  • Excellent communication and interpersonal skills.
  • The ability to work independently and as part of a team.
  • Proficiency in Microsoft Office and other relevant software applications.
Benefits

We offer a competitive salary package, including:

  • An estimated annual salary of $115,917 (based on industry standards).
  • A comprehensive benefits program, including medical, dental, vision, life, and disability insurance.
  • A 401(k) plan with employer matching contributions.
  • Opportunities for professional development and career advancement.
About New York Life Insurance Company

New York Life Insurance Company is a Fortune 100 company with a long history of doing good. We have been in business for over 175 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 long-term success for our clients.



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