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Financial Services Representative

1 week ago

Winter Garden, Florida, United States New York Life Full time

New York Life Culture

We are a stable, industry-leading company centered on doing what is right for our customers. Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.

We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term.

Responsibilities

  1. Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
  2. Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
  3. Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders

Compensation and Benefits

New York Life offers a competitive compensation package, including a salary of $65,000+ at plan commission, as well as opportunities for career growth and development.

We offer a range of benefits, including medical, dental, vision, long-term disability, and group term life insurance.