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Financial Services Professional
1 month ago
New York Life-Charlotte is seeking a motivated and results-driven Financial Services Professional to join our team. As a key member of our organization, you will play a critical role in helping our clients achieve their financial goals and secure their financial futures.
Key Responsibilities:
- Develop and implement customized financial plans for clients, leveraging our comprehensive range of insurance and investment solutions.
- Build and maintain strong relationships with clients, providing exceptional service and support to ensure their long-term financial success.
- Identify and pursue new business opportunities, utilizing your expertise and industry knowledge to drive growth and revenue.
- Collaborate with our team of experienced professionals to stay up-to-date on industry trends and best practices.
- Participate in ongoing training and development programs to enhance your skills and knowledge.
Requirements:
- 2+ years of sales or marketing experience, preferably in the financial services industry.
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike.
- Proven track record of success in sales or marketing, with a demonstrated ability to meet or exceed targets.
- Industry knowledge and certifications, such as Series 6 or 7, a plus.
- Self-motivated and results-driven, with a passion for delivering exceptional results.
Compensation:
$84,000 - $115,351
- Develop and implement customized financial plans for clients, leveraging our comprehensive range of insurance and investment solutions.
- Build and maintain strong relationships with clients, providing exceptional service and support to ensure their long-term financial success.
- Identify and pursue new business opportunities, utilizing your expertise and industry knowledge to drive growth and revenue.
- Collaborate with our team of experienced professionals to stay up-to-date on industry trends and best practices.
- Participate in ongoing training and development programs to enhance your skills and knowledge.
