Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Financial Services Professional/Insurance & Investment
Job
New York Life
Remote
$87,500 Salary, Full-Time
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
55
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Job Overview Are you passionate about helping others achieve their financial goals? As a dynamic and energetic Financial Services Professional, you will play a vital role in providing comprehensive financial solutions to clients. Your enthusiasm for sales, exceptional communication skills, and ability to build lasting relationships will drive your success. This position offers an exciting opportunity to leverage your outside sales experience, negotiation skills, and multilingual abilities to make a meaningful impact in the community while advancing your career in the financial services industry. Duties Engage with potential clients through outside sales efforts, including community outreach and networking events, to identify their financial needs and introduce tailored solutions Conduct retail sales consultations, explaining product features and benefits clearly to ensure informed decision-making Negotiate terms and close sales by understanding client priorities and offering suitable financial products such as insurance policies or investment options Manage sales administration tasks, including maintaining accurate records of client interactions, processing applications, and following up on leads Utilize analysis skills to assess client financial situations and recommend appropriate services that align with their goals Deliver exceptional customer service by addressing client inquiries promptly and providing ongoing support throughout their financial journey Collaborate with marketing teams to develop strategies that attract new clients and promote our range of financial products Requirements Proven experience in outside sales, retail sales or telemarketing with a track record of meeting or exceeding targets Strong negotiation skills combined with excellent communication abilities in multiple languages; bilingual proficiency is highly desirable Knowledge of insurance sales, benefits administration, and customer service best practices within the financial sector Demonstrated analysis skills to evaluate client needs and recommend suitable solutions effectively Familiarity with sales administration tools and CRM systems for tracking client interactions and managing pipelines Ability to adhere to confidentiality standards such as HIPAA when handling sensitive information Exceptional interpersonal skills with a proactive approach to building rapport and trust with diverse clients Join us as a Financial Services Professional where your energy fuels success! We are committed to empowering our team members through comprehensive training, ongoing development opportunities, and a supportive environment. If you're ready to make a difference while advancing your career in finance—apply today!