Entry-Level Financial Service Sales Professional

Published: 6/14/2022

Job Description

Join New York Life and take the first step in your financial services career with a company that stands for integrity, innovation, and inclusivity. As an Entry-Level Financial Services Sales Professional, you'll deliver financial security to clients, supported by trusted solutions and a company culture that values your growth. From day one, you'll access extensive training and resources, ensuring you develop the skills needed to build meaningful client relationships. Our commitment to your success includes a supportive environment where you can thrive personally and professionally.

Your journey with us includes our Fast Track Management Program, designed to propel you into leadership roles with insights from seasoned mentors. You'll collaborate with experienced agents, paving your way to becoming an associate partner. We offer competitive compensation and comprehensive benefits like health, dental, vision, a 401(k) with matching, and a pension plan. If you're ready to make a difference and grow within a company known for its dedication to doing the right thing, we invite you to apply and start your rewarding journey.

Compensation:

$90,000 - $120,000 yearly

Responsibilities:

Build and nurture strong relationships with clients to understand their financial needs and provide tailored solutions.
Conduct thorough assessments of clients' financial situations to recommend appropriate insurance and investment products.
Collaborate with team members to develop and implement effective sales strategies that align with company goals.
Participate actively in training sessions and workshops to enhance your knowledge of financial products and services.
Utilize company resources and tools to track client interactions and manage your sales pipeline efficiently.
Engage in community outreach initiatives to expand your network and promote the company's offerings.
Maintain up-to-date knowledge of industry trends and regulatory changes to ensure compliance and provide accurate advice to clients.

Qualifications:

Experience in building and nurturing client relationships to understand and meet their financial needs.
Ability to conduct thorough assessments of clients' financial situations and recommend suitable insurance and investment products.
Proven track record of collaborating with team members to develop and implement effective sales strategies.
Willingness to participate actively in training sessions and workshops to enhance knowledge of financial products and services.
Proficiency in utilizing company resources and tools to track client interactions and manage sales pipelines efficiently.
Engagement in community outreach initiatives to expand networks and promote company offerings.
Commitment to maintaining up-to-date knowledge of industry trends and regulatory changes to ensure compliance and provide accurate advice to clients.

About Company

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

Full Benefits-Health, Dental/Vision
401(k) +Match
Pension
Paid Time Off