Experienced Financial Services Professional

Responsibilities

• Become educated on New York Life's financial products
• Attend company training sessions
• Network in your community to develop professional relationships
• Leverage existing relationships to build a referral-based practice
• Contact clients and prospects to schedule appointments
• Met with prospects to discuss their financial needs and/or concerns
• Educate clients on the various products and services offered by New York Life
• Make financial recommendations to clients
• Achieve company performance metrics

Qualifications

• Experience in financial services or a related field, demonstrating a strong understanding of financial products and strategies
• Ability to build and maintain professional relationships, leveraging your network to develop a referral-based practice
• Proven track record of achieving performance metrics in a sales or client-focused environment
• Strong communication skills to effectively educate clients on financial products and services
• Self-motivated and disciplined, with a commitment to ongoing professional development and learning
• Ability to analyze clients' financial needs and make informed recommendations to meet their goals
• Comfortable with attending training sessions and applying new knowledge to enhance client interactions and service offerings

Pay

$60,000 - $120,000/year

About New York Life - Greater Los Angeles

New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.