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New York Life

Financial Services Professional

Career Insights for Financial Services Representative

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Based on Tennessee data

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What they do

A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.

$68,122 / year median in Tennessee

-5% projected decline

Explore Career

Job Description

Financial Services Professional New York Life
  • 3.6 Franklin, TN Job Details Full-time $80,000
  • $175,000 a year 2 days ago Benefits Disability insurance Health insurance Dental insurance 401(k) Tuition reimbursement Paid time off Vision insurance Opportunities for advancement Qualifications Customer service Cash handling
Banking Full Job Description Overview:
We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Representative. As a Financial Representative, you will play a crucial role in providing exceptional customer service and financial solutions to our clients. This position offers an opportunity to develop valuable skills in relationship management, financial sales, and cash management.
Responsibilities:
  • Build and maintain strong relationships with clients, providing personalized financial guidance and solutions
  • Provide excellent customer service by addressing client inquiries and resolving issues promptly
  • Strong interpersonal skills with the ability to build rapport with clients
  • Previous experience in financial services or related field is preferred
  • Proficient in basic math calculations for accurate transaction processing
  • Excellent communication skills, both verbal and written
  • Detail-oriented with strong organizational skills
  • Ability to multitask in a fast-paced environment We offer competitive compensation and benefits packages, including health insurance, retirement plans, and opportunities for career advancement.
Join our team of dedicated professionals and make a positive impact on the financial well-being of our clients. Fast track to management postions available with certain qualifications.
Job Type:
Full-time Pay:
$80,000.00
  • $175,000.
00 per year
Benefits:
401(k) Dental insurance Disability insurance Health insurance Paid time off Tuition reimbursement Vision insurance
Experience:
Cash handling: 1 year (Preferred)
Banking:
1 year (Preferred) Customer service: 1 year (Required) Ability to
Commute:
Franklin, TN 37067 (Required)
Work Location:
Hybrid remote in Franklin, TN 37067

Benefits

  • Paid Time Off (PTO)
  • Financial Aid/Assistance
  • 401(k) Plans
  • Other Retirement and Savings