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Life Insurance Sales Professional
4 weeks ago
New York Life Insurance Company is seeking a skilled Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for assessing clients' financial needs and providing personalized financial plans.
Key Responsibilities:
- Assess clients' financial needs and create individualized financial plans
- Implement marketing strategies to identify and engage with potential clients
- Provide financial advice and recommendations based on clients' risk tolerance and financial goals
- Use a CRM to organize clients' financial information and develop personalized plans
Requirements:
- Current insurance and/or investment licenses are a plus
- Strong communication and relationship management skills
- Ability to successfully network and prospect for new clients
New York Life Insurance Company offers a comprehensive training program, marketing support, and ongoing professional development opportunities. If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.