Financial Services Professional
New York Life is a respected financial services company that offers a comprehensive array of financial products and services. They are seeking motivated self-starters to build relationships with clients, develop business and marketing plans, and provide ongoing support to help clients achieve financial peace of mind.
Responsibilities
- Build relationships with clients beyond a financial/transnational basis
- Develop your professional skills and sales knowledge
- Develop and implement business and marketing plans
- Prospect for potential clients
- Schedule appointments and meet with clients
- Discuss financial concerns and needs of individuals
- Present potential solutions using our world class suite of products and services
- Provide ongoing support to existing clients
Skills
- Organized, detail-oriented and excellent time management skills
- Strong sales, leadership and communication skills
- Ability to work in a team based environment
- Highly self-motivated and self-disciplined
- Sales Experience: 1 year (Required)
- Customer service: 1 year (Required)
- Ability to Relocate: San Antonio, TX: Relocate before starting work (Required)
- FINRA Series 6/63, Series 7 not required
- College Degree preferred
- Sales experience preferred
- Relationship building and networking abilities
- Life & Health Insurance License not required (company will pay for sponsorship)
- Previous Insurance sales industry experience not required
- Financial Industry background a plus
- Bilingual English/Spanish a plus but not required
Benefits
- Health/Dental/Life/Disability
- 401(k) plan after one year of service and Pension Plan
- Continuing education reimbursement, reimbursement for industry designations.
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Company Overview
Company H1B Sponsorship