Financial Services Sales Professional

New York Life•Jacksonville, FL

2d•Hybrid

About The Position

Join New York Life and embark on a rewarding path in financial services. As a Financial Services & Insurance Sales Agent, you'll step into a role that combines personal growth with professional success, supported by a company with over 170 years of industry excellence. We're committed to aligning with clients' interests, ensuring your efforts contribute to a shared vision. You'll enjoy a hybrid work opportunity, comprehensive health benefits, and a 401(k) matching program, all within a vibrant company culture that prioritizes training and education. With New York Life, you're part of a team ranked #67 on the Fortune 100 in 2021, and you'll have the opportunity to qualify for the prestigious MDRT, a testament to excellence in life insurance sales. Our highest possible financial strength ratings reflect our stability and commitment to building strong futures for both you and your clients. Together, let's cultivate a close-knit environment where your journey is enriched through personalized experiences and endless growth potential.

Requirements

Experience in financial services or insurance sales, with a proven track record of meeting or exceeding sales targets.
Ability to build and maintain strong client relationships, understanding their financial needs and goals.
Proven track record of providing personalized financial advice and solutions that align with clients' long-term objectives.
Strong communication skills to educate clients on various insurance and investment products, empowering informed decisions.
Ability to conduct regular reviews of clients' portfolios, ensuring alignment with their evolving financial goals.
Collaborative mindset to share insights and strategies with team members, fostering a supportive work environment.
Up-to-date knowledge of industry trends and regulatory changes to provide clients with current advice and solutions.

Responsibilities

Develop and maintain strong relationships with clients to understand their financial needs and goals.
Provide personalized financial advice and solutions to help clients achieve their long-term objectives.
Conduct regular reviews of clients' portfolios to ensure alignment with their evolving financial goals.
Educate clients on the benefits of various insurance and investment products, empowering them to make informed decisions.
Collaborate with team members to share insights and strategies, fostering a supportive and innovative work environment.
Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice.
Meet and exceed sales targets by identifying new opportunities and expanding the client base in Jacksonville, FL, and beyond.