Financial Services Representative Sales

Join us at New York Life, where you’ll be empowered to make a real impact in the insurance industry as a Financial Services Representative. We’re committed to your growth, providing you with the resources to develop both personally and professionally. Our culture thrives on collaboration, innovation, and inclusiveness, ensuring you feel valued and proud to be part of a team that prioritizes doing the right thing.

As you engage with clients, you’ll build meaningful relationships that not only drive your success but also support our collective mission. Enjoy comprehensive benefits, including health, dental, vision, and a robust 401(k) plan with matching, alongside a pension and generous paid time off. Let’s shape the future together with integrity and dedication.

• Engage with clients to understand their financial needs and provide tailored insurance solutions.
• Develop and maintain strong client relationships to ensure long-term satisfaction and trust.
• Collaborate with team members to strategize and implement effective sales approaches.
• Stay informed about industry trends and product offerings to provide clients with up-to-date information.
• Conduct thorough financial assessments to recommend appropriate insurance products.
• Achieve and exceed sales targets through proactive client engagement and follow-up.
• Participate in training sessions to enhance product knowledge and sales skills continuously.

• Experience in financial services or sales, with a focus on client engagement, is not necessary.
• Ability to build and maintain strong, trust-based relationships with clients.
• Proven track record of meeting and exceeding sales targets.
• Strong communication skills to effectively convey complex information.
• Ability to collaborate with team members to develop strategic sales approaches.
• Knowledge of current insurance products and industry trends.
• Proficiency in conducting financial assessments to recommend suitable products.

$86,000 - $94,000 per year