Financial Services Representative

4 weeks ago


Grand Rapids, Michigan, United States New York Life and NYLIFE Securities Full time
Job Overview

New York Life Insurance Company is seeking a motivated and detail-oriented Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for building relationships with clients, understanding their financial goals, and providing tailored advice and solutions.

You will have the opportunity to work with a hybrid work environment, allowing you to balance work and personal life. Our company offers comprehensive training and ongoing support to ensure your success in the field of insurance and financial planning.

We are looking for a candidate with excellent communication skills, both written and verbal, as well as interpersonal skills and time management skills. A valid U.S. driver's license and ability to travel by car are also required.

Responsibilities include:

  • Client Engagement: Build relationships with clients by understanding their financial goals and providing tailored advice and solutions
  • In-Depth Analysis: Conduct thorough financial needs analyses to identify areas of improvement and provide suitable recommendations
  • Educational Presentations: Deliver informative and engaging presentations to educate clients on insurance products and financial planning strategies
  • Cross-Selling: Identify opportunities to enhance clients' coverage and financial portfolios by offering additional insurance products
  • Networking: Attend networking events and actively seek out potential clients to expand your professional network
  • Self-Development: Continuously enhance your knowledge of insurance products, industry regulations, and financial planning techniques to better serve your clients

Qualifications include:

  • Possess a valid U.S. driver's license and be able to travel by car
  • Proven track record of at least 2 years of experience in a sales position or related field
  • Superb communication skills, both written and verbal, as well as interpersonal skills and time management skills
  • High school diploma or equivalent required, college degree preferred
  • Working knowledge of the sales process and CRM software
  • Educational Background: Bachelor's degree in finance, business, or a related field is preferred but not required
  • Professional Skills: Strong communication skills, both oral and written, with the ability to explain complex financial concepts in a clear and concise manner
  • Entrepreneurial Mindset: Self-motivated with a drive to succeed in a competitive sales environment
  • Networking Abilities: Proven ability to build and expand a professional network through relationship building and referral generation
  • Integrity and Ethics: Commitment to maintaining the highest ethical and professional standards in all client interactions
  • Technology Proficiency: Comfortable using computer applications and digital tools to facilitate client meetings and presentations
  • Licensing: Must have or obtain a Life & Accident/Health license; ability to obtain SIE, Series 6 and 63

About New York Life

New York Life Insurance Company is a Fortune 100 company dedicated to providing financial security and peace of mind through our insurance, annuity, and investment products and services. We are committed to maintaining superior financial strength, acting with integrity and humanity, and earning the trust and loyalty of our customers.

Benefits include retirement, life, medical, dental, vision, and defined benefit pension plans.



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