Financial Sales Professional

Financial Sales Professional New York Life, Coelho Group — Bridgewater Bridgewater, MA Job Details Full-time $60,000

• $200,000 a year 1 day ago Benefits Disability insurance Health insurance Dental insurance Vision insurance Life insurance Qualifications Investment Finance advising Community engagement Financial sales Customer relationship building Mid-level Client relationship development Customer inquiry handling Sales strategy Insurance sales Communication skills Full Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.

We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.

Training, Support, and Professional Development:

New York Life offers a comprehensive three-year training program, marketing support, and prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life:

New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member

FINRA/SIPC

), A Licensed Insurance Agency

• Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2

• Source:

  Individual Third Party Ratings Reports as 7/30/18. 3
• MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance.

SOURCE:

MDRT as of 7/1/2019 4

• Based on revenue as reported by "Fortune 500 ranked within

Industries, Insurance:

Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/

Compensation:

$60,000

• $200,000

Responsibilities:

Develop and maintain strong relationships with clients, ensuring their financial needs are met with our comprehensive insurance and investment solutions. Collaborate with team members to strategize and implement effective sales plans that align with company goals and client expectations. Conduct thorough financial assessments to provide tailored advice, helping clients achieve long-term financial security. Stay informed about industry trends and regulatory changes to offer clients the most current and relevant financial advice. Utilize company resources and training programs to enhance your skills and knowledge, contributing to your professional growth and success. Engage in community outreach and networking activities to expand your client base and promote our brand's mission and values. Provide exceptional customer service by promptly addressing client inquiries and concerns, fostering trust and loyalty in our services.

Qualifications:

Seeking motivated individuals interested in building profitable careers in financial sales in Bridgewater, MA, US. Looking for business-driven candidates willing to invest time and effort in creating successful and fulfilling careers. Must demonstrate unwavering integrity and possess excellent communication skills to convey complex ideas effectively.

About Company Facts:

New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)1. For 68 Consecutive years, we have led the Million Dollar Round Table 2, with more members than any other financial institution in the world.