Financial Services Representative

New York Life; Windsor (CT); On-site; USD 60,000 - 90,000; Full time

Job summary

New York Life seeks a driven Financial Professional to build a personal client base, proactively pursue opportunities, and deliver tailored financial solutions that help clients reach their financial goals.

In a sales-driven environment, you will cultivate relationships, conduct needs-based consultations, and provide ongoing service to ensure client confidence and long-term financial security.

Qualifications

• Proven ability in sales, business development, or client acquisition, with a focus on consultative, needs-based selling.
• Strong interpersonal and communication skills - you listen first, then guide clients with clarity and confidence.
• High ethical standards and client-safety mindset, always prioritizing the client's best interests.
• Self-motivated and goal-oriented, with the resilience to prospect, follow-up, and grow practice over time.
• Strong organizational skills to manage client information, maintain compliance, and support long-term relationships.
• Commitment to continuous learning staying informed about financial products, markets, and regulations.
• Multilingual skills a plus, with the ability to connect with and serv diverse clientele.

Responsibilities

• Proactively engage in outside sales activities to expand your client base while prioritizing trust and long-term relationships.
• Take a holistic, needs- based approach listening to clients, understanding their unique goals, and recommending solutions that prioritize their financial safety and security.
• Provide ongoing service and support through personalized follow-ups, reviews, and clear communication to ensure clients feel informed and confident in their decisions.
• Accurately document and maintain client information while supporting compliance with industry regulations.
• Utilize multilingual skills and interpersonal skills to effectively connect with a diverse range of clients.

Skills

Sales excellence

Client acquisition

Relationship building

Multilingual communication

Job description

I am seeking a driven Financial Professional with strong sales skills to join our team. In this role, you'll build your own client base, uncover opportunities through proactive outreach, and deliver tailored financial solutions that help people achieve their financial goals. If you thrive in a sales-driven environment, love building relationships, and are motivated by results, this could be a perfect fit

Duties

• Proactively engage in outside sales activities to expand your client base while prioritizing trust and long-term relationships.
• Take a holistic, needs- based approach listening to clients, understanding their unique goals, and recommending solutions that prioritize their financial safety and security.
• Provide ongoing service and support through personalized follow-ups, reviews, and clear communication to ensure clients feel informed and confident in their decisions.
• Accurately document and maintain client information while supporting compliance with industry regulations.
• Utilize multilingual skills and interpersonal skills to effectively connect with a diverse range of clients.

Requirements

• Proven ability in sales, business development, or client acquisition, with a focus on consultative, needs- based selling.
• Strong interpersonal and communication skills - you listen first, then guide clients with clarity and confidence.
• High ethical standards and client-safety mindset, always prioritizing the client's best interests.
• Self-motivated and goal-oriented, with the resilience to prospect, follow-up, and grow practice over time.
• Strong organizational skills to manage client information, maintain compliance, and support long-term relationships.
• Commitment to continuous learning staying informed about financial products, markets, and regulations.
• Multilingual skills a plus, with the ability to connect with and serv diverse clientele.

Join us in making a positive impact on our clients' financial futures while advancing your career in the finance industry!