Financial Services Representative

1 month ago


Rockville, Minnesota, United States New York Life Insurance Company Full time
Job Overview

New York Life 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.

We are seeking an experienced Financial Services Representative to join our team. The ideal candidate will have a strong background in sales and customer service, as well as excellent communication and interpersonal skills.

About the Role

This role offers a competitive salary range of $60,000 - $80,000 per year, depending on experience. Our benefits package includes medical, dental, vision, life insurance, and a retirement plan.

Key Responsibilities
  • Sell life insurance, annuity, and investment products to clients
  • BUILD STRONG RELATIONSHIPS WITH CLIENTS TO MEET THEIR FINANCIAL NEEDS
  • Develop and implement customized financial plans for clients
  • Stay up-to-date on industry trends and product offerings to provide expert advice to clients
Requirements
  • Bachelor's degree in Business, Finance, or related field
  • Minimum 2 years of sales experience in a financial services industry
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
What We Offer

Our comprehensive training program will help you develop the skills and knowledge you need to succeed in this role. You'll also enjoy a competitive salary and benefits package, as well as opportunities for career advancement within our company.

About New York Life

New York Life is one of the largest mutual life insurers in the United States. We've been in business for over 175 years, providing financial security to millions of Americans.



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