Hybrid Financial Sales: Path to Leadership

New York Life; Melville (NY); Hybrid; USD 50,000 - 70,000; Full time

Job summary

New York Life, located in Melville, NY, is seeking an Entry Level/Senior Financial Sales professional for a hybrid role. This position emphasizes building relationships with clients, educating them on financial solutions, and managing their financial goals.

Applicants should possess key skills such as Sales Finance and Communication, and a bachelor’s degree is preferred. The role includes responsibilities like client meetings, financial analyses, and product presentations, with opportunities for career advancement.

Qualifications

• Skills in Sales Finance and understanding financial products.
• Strong analytical skills to assess client needs.
• Excellent communication skills to explain complex concepts.

Responsibilities

• Prospecting and qualifying leads.
• Conducting client meetings and performing basic financial analyses.
• Presenting tailored product recommendations.

Skills

Sales Finance

Analytical Skills

Communication

Customer Service

Education

Bachelor's degree or equivalent experience

Job description

New York Life, located in Melville, NY, is seeking an Entry Level/Senior Financial Sales professional for a hybrid role. This position emphasizes building relationships with clients, educating them on financial solutions, and managing their financial goals.

Applicants should possess key skills such as Sales Finance and Communication, and a bachelor’s degree is preferred. The role includes responsibilities like client meetings, financial analyses, and product presentations, with opportunities for career advancement.