Sales Representative
New York Life - Houston General OfficeHouston, TX, US
Posted ago
Description

We’re seeking an outside sales representative to identify new target buyers and upsell to current customers to achieve sales goals. The ideal candidate is a service-oriented outside sales expert who can prospect, present, and close deals efficiently. If you are looking to combine your communication and prospecting skills with your outside sales experience to leverage a more lucrative career in the industry, we want you on our team!

Responsibilities

  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Customize financial plans for each client based on potential life changes and changing financial needs
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

  • Stay on top of market and industry trends to help educate prospects and clients on how we differentiate ourselves
  • Move your sales leads and deals through the sales pipeline efficiently while consistently adding new target buyers into the funnel
  • Pinpoint and overcome potential obstacles such as competition, pain points, budgets, and timelines by qualifying your prospective customers quickly and thoroughly
  • Initiate outgoing cold calling and emailing to potential customers, schedule in-person sales appointments, and follow up on client requests for information
  • Show our solution to prospects with sales presentations, negotiate deals, and obtain sales contract signatures
Qualifications
  • Superior relationship skills, communication skills, and customer service skills are necessary
  • Business mindset
  • Relevant knowledge of the financial industry, financial products, and best practices is preferred
  • Experience in sales & finance is helpful but not required
  • Proven track record in sales
  • You love talking and meeting with prospects, presenting to them, closing the deal, and asking for referrals
  • Prefer a minimum of 2+ years in outside sales experience
  • High school diploma required and some industry or product knowledge preferred
  • Deadlines and details motivate you to provide exceptional customer service to your prospects, clients, and team alike
Compensation
$80,000 - $120,000 yearly
About New York Life - Houston General Office

Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Become your own boss, and discover how satisfying it can be to shape your own practice and strengthen your community.


New York Life holds the highest financial strength ratings currently awarded.


With New York Life, you're in business for yourself, not by yourself. 


As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including:

  • Expert training
  • Supportive management
  • Extensive sales and marketing support
  • Backed by over 175 years of experience
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