Financial Services Career

2 weeks ago


Spokane, Washington, United States New York Life Spokane Full time
Job OverviewAs a Sales Agent with New York Life Spokane, you will play a crucial role in helping clients achieve their financial goals. With our comprehensive suite of products and a supportive team, you will guide individuals, families, and businesses through customized financial strategies.

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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