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Financial services representative • dallas tx
Financial Services Representative
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We're in search of a committed individual in North Dallas to become part of our team as a Financial Services Representative. This role includes providing exceptional customer service, assisting clients in financial management, and informing them about our array of financial offerings. The ideal candidate will possess outstanding communication skills, excellent interpersonal abilities, keen critical thinking skills, and proficient decision-making capabilities.
Compensation :
75,000 - $95,000+ yearly
Responsibilities :
- Develop and implement sales strategies to grow and manage customer portfolios effectively
- Offer advice and guidance to potential and new clients by assessing their financial situations and priorities to present suitable plan options tailored to their specific needs successfully
- Engage in timely training sessions, both virtual and in-person, to secure required licenses
- Maintain a consistently high level of customer service
Qualifications :
About Company
We are among the strongest and most respected financial companies in America today, ranking #72 on the 2022 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies, such as Standard and Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA). Source : Independent Third Party Ratings Reports as of 8 / 19 / 2022. For over 77 consecutive years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
A promise to work with you to build a strong financial future for both you and your clients.