Financial Services Career
2 weeks ago
Our training program is designed to help you hone your skills and succeed in this rewarding career. You will have access to dedicated sales-support teams, mentorship, and in-office sales management trainers who will work with you to ensure you meet your goals and effectively service your clients.
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 training curriculum
- Network with the community to build branding and establish relationships
Qualifications:
- A growth mindset and sales experience are strongly preferred
- Excellent written and verbal communication skills
- Uncompromising integrity
- Strong business acumen
- Leverage personal networks and contacts to identify prospects
- Possess staying power and professional business experience
- Licensing preferred but not required
- Coachable and a natural networker
About New York Life Spokane:
- We are a mutual company with no investors or outside owners, aligning our interests with those of our clients
- We have over 170 years of industry success and numerous accolades, including being ranked #78 on Fortune 100 in 2024
- We offer a comprehensive benefits package, including medical, dental, vision, long-term disability, and group-term life insurance
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