Financial Services Representative - Sales

New York Life; Williston (ND); On-site; USD 86,000 - 96,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Pension plan

Paid time off

Job summary

New York Life is seeking a Financial Services Representative in Sales to guide individuals and families toward financial security. This role emphasizes personal and professional growth, collaborative culture, and strong client relationships both virtually and in-person.

Compensation ranges from $86,000 to $96,000 with comprehensive benefits, including health, dental, vision coverage, a 401(k) plan with company match, a pension, and paid time off, supporting work-life balance and ongoing

Qualifications

• Experience in sales or customer service, with a proven ability to build strong client relationships.
• Ability to understand and articulate complex financial concepts in a clear and relatable manner.
• Proven track record of meeting or exceeding sales targets in a competitive environment.
• Strong communication skills, both verbal and written, to effectively engage with clients and team members.

Responsibilities

• Engage with clients to understand their financial goals and provide tailored insurance solutions.
• Cultivate and maintain strong relationships with clients, ensuring trust and long-term collaboration.
• Conduct regular reviews of clients' financial plans to adapt to their changing needs and life stages.
• Collaborate with team members to share insights and strategies, fostering a supportive and innovative environment.
• Stay informed about industry trends and product offerings to provide clients with the most current advice.
• Develop and execute a personal sales strategy to meet and exceed targets, contributing to team success.
• Participate in training and development programs to enhance your skills and advance your career within the company.

Skills

Sales experience

Client relationships

Communication skills

CRM software

Financial concepts

Tools

CRM software

Job description

Join us at New York Life as a Financial Services Representative in Sales, where you'll make a meaningful impact by guiding individuals and families towards financial security. In this role, you're not just taking on a job—you're embarking on a journey of personal and professional growth. Our commitment to your development is unwavering, offering you access to resources and programs designed to help you flourish. You'll thrive in a culture that champions collaboration, innovation, and inclusivity, all while fostering strong relationships through both virtual and in-person interactions.

We’re proud to offer a comprehensive benefits package that includes health, dental, and vision coverage, a 401(k) with company match, and a pension plan. Enjoy the balance of work and life with paid time off, empowering you to recharge and maintain your well-being. At New York Life, we believe in doing the right thing and supporting our team every step of the way. Together, let's make a difference in the lives of clients and build a rewarding future for you.

Compensation: $86,000 - $96,000

Qualifications

• Experience in sales or customer service, with a proven ability to build strong client relationships.
• Ability to understand and articulate complex financial concepts in a clear and relatable manner.
• Proven track record of meeting or exceeding sales targets in a competitive environment.
• Strong communication skills, both verbal and written, to effectively engage with clients and team members.
• Ability to work collaboratively within a team to develop and implement innovative sales strategies.
• Proficiency in using CRM software to manage client interactions and maintain accurate records.
• Commitment to continuous learning and professional development in the financial services industry.

Responsibilities

• Engage with clients to understand their financial goals and provide tailored insurance solutions.
• Cultivate and maintain strong relationships with clients, ensuring trust and long-term collaboration.
• Conduct regular reviews of clients' financial plans to adapt to their changing needs and life stages.
• Collaborate with team members to share insights and strategies, fostering a supportive and innovative environment.
• Stay informed about industry trends and product offerings to provide clients with the most current advice.
• Develop and execute a personal sales strategy to meet and exceed targets, contributing to team success.
• Participate in training and development programs to enhance your skills and advance your career within the company.