Financial Professional

Job Description

Job Description

We are currently seeking an excellent outside sales representative who can develop a sales strategy and build and expand buyer relationships to achieve sales goals. You’ll be responsible for seeking out, engaging with, and presenting our solutions to new prospects and current customers. If you have a proven track record of outside selling and are looking for a lucrative outside sales position that provides you with the flexibility, support, and compensation to help you shine, we want to connect! Compensation :

$80,000 - $120,000 yearly

Responsibilities :

• Show our solution to prospects with sales presentations, negotiate deals, and obtain sales contract signatures
• Surpass goals for monthly revenue expectations and lead or sales-generating activities
• Create a competitive analysis, identify industry and product trends, and position our brand as the clear and obvious choice
• Secure new deals and target buyers quickly, give them the information they need to envision our brand and close deals efficiently
• Convert “no” into “yes” by identifying and resolving potential obstacles such as budget, timelines, shareholders, competition, and other pain points
• Research and provide financial advice and strategies that are suitable based on the client's risk tolerance and financial objectives
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Customize financial plans for each client based on potential life changes and changing financial needs
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications :

About Company

Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Become your own boss, and discover how satisfying it can be to shape your own practice and strengthen your community.

New York Life holds the highest financial strength ratings currently awarded.

With New York Life, you're in business for yourself, not by yourself.

As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including :