Financial Services Representative
New York Life
Frisco, TX US
Posted ago
New York Life

Currently seeking a motivated individual with an entrepreneurial spirit to offer financial services products and benefits to local prospective clients. The successful candidate will have served in a sales role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. Please send us your resume today!

Responsibilities

  • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
  • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
  • Spend time consulting new and potential clients, assess their priorities and finances and determine suitable insurance plan options that successfully meet their individual insurance needs
  • Develop and deliver risk management strategies for each customer based on their risk profile
  • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction

Qualifications

  • Candidates should have basic computer skills and be able to use Microsoft Office programs
  • Bachelor’s degree preferred; high school diploma required
  • Some experience with accounting or sales software/CRM database is beneficial
  • Excellent communication, customer service, analytical, and interpersonal skills are necessary

Compensation
$60,000 - $85,000 +
About New York Life

Mission statement and values: 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. 

Some of our accolades include:

  • A promise to work with you to build a strong financial future for both you and your clients
  • #71 on Fortune 100 in 2019
  • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18

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