Entry-Level Financial Service Sales Professional

Begin your journey with New York Life, where your career in the insurance industry is set to flourish. As an Entry-Level Financial Service Sales Professional, you'll be instrumental in providing clients with financial security, guided by our robust solutions. Our commitment to integrity and humanity shapes every client interaction, ensuring we stand by our policy owners and partners. You'll have access to extensive training and resources from day one, empowering you to refine your skills and foster meaningful client relationships.

At New York Life, we offer a clear path to leadership through our Fast Track Management Program, prioritizing your career advancement. You'll benefit from insights shared by seasoned mentors and collaborate with experienced agents, paving your way to becoming an associate partner. Our supportive work environment, competitive compensation, and comprehensive benefits, including a 401(k) and pension plan, underscore our dedication to your success. Join us and become part of a company committed to building a future rooted in integrity and innovation. This isn't just a job—it's your opportunity to make a difference and experience growth both personally and professionally.

$90,000 - $120,000 yearly

• Engage with potential clients to understand their financial needs and provide tailored insurance solutions.
• Build and maintain strong relationships with clients, ensuring their ongoing satisfaction and trust in our services.
• Collaborate with team members to develop innovative strategies for reaching sales targets and expanding the client base.
• Participate in training sessions and workshops to continuously enhance your knowledge of the insurance industry and our product offerings.
• Utilize our CRM system to track client interactions, manage leads, and ensure timely follow-ups.
• Conduct financial needs analyses to help clients plan for their future and achieve their financial goals.
• Stay informed about industry trends and regulatory changes to provide clients with accurate and up-to-date information and advice.

• Experience in customer service or sales, demonstrating strong interpersonal skills.
• Ability to communicate effectively and build rapport with diverse clients.
• Proven track record of meeting or exceeding sales targets in a fast-paced environment.
• Strong organizational skills to manage multiple client accounts and sales activities.
• Proficiency in using CRM systems to track client interactions and sales progress.
• Willingness to participate in ongoing training and professional development.
• Ability to work collaboratively within a team to achieve common goals and objectives.

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

• Full Benefits-Health, Dental/Vision
• 401(k) +Match
• Pension
• Paid Time Off