Financial Services Professional

5 days ago


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

The Financial Services Professional position at New York Life is a client-based role where you will be in business for yourself, but not by yourself. As a Financial Professional, you will guide individuals, families, and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines.

You will help solidify your own future as well, as you will have the opportunity to own your career while being aligned with a company that values hard work and rewards it. Work-Life Balance is also important and encouraged.

Financial and Insurance experience is not required, as we find people in many different professional backgrounds do well in this industry. You will blend your professional experience with a career that helps people become educated in financial strength.

Key Responsibilities:

  • Develop and employ business strategies to grow your client base
  • Help clients achieve their financial goals by presenting a breadth of solutions offered by our competitive suite of products and services
  • 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 your professional brand
  • Motivate yourself to earn the income you deserve, as this is a business that rewards hard work

Requirements:

  • College Degree Required or equivalent business experience
  • A growth mindset and sales experience are strongly preferred
  • Articulate complicated concepts using superb written and verbal communication skills
  • Uncompromising integrity is a must
  • Strong business acumen is essential
  • Leverage your personal networks and contacts to identify prospects
  • Possess staying power and professional business experience
  • Licensing is preferred but not required
  • Coachability and a natural ability to network are valuable assets

Benefits:

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


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