Financial Sales Representative

New York Life - Melville, NY • Melville, NY, US

Posted 4 months ago

Description

Join a team where your financial expertise can make a lasting impact. At New York Life, we're dedicated to empowering financial professionals with the support, guidance, and resources they need to excel. As part of our dynamic team, you'll help clients achieve their financial goals, drawing on a rich history of excellence and leadership in the industry. We're looking for individuals who have a proven track record of building long-term relationships, possess extensive industry knowledge, and are committed to providing exceptional service. If you're ready to grow in a collaborative environment that values creativity and initiative, we encourage you to apply today.

Responsibilities

Design customized financial plans suitable for each client based on potential life changes and changing financial needs
Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
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
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor

Qualifications

A Bachelor’s degree in business administration, finance, or a related field is required
Superior customer service skills, math skills, relationship skills, and communication skills are preferred

Compensation

$100,000 - $150,000/year

About New York Life - Melville, NY

We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.