Financial Services Consultant
Posted 2 months ago Expired
This job has expired
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Upload Your ResumeAbout This Role
As a Financial Services Consultant, you will advise clients on financial planning, offering solutions across life insurance, investments, and long-term care insurance. You will build your own client base while being supported by New York Life, a Fortune 100 company.
Responsibilities
- Understand the needs and financial concerns of clients and provide solutions
- Sell life insurance and long-term care insurance
- Educate clients on how to plan for their future financially in the event of unfortunate life circumstances
- Network and build a personal book of business through establishing professional networks and prospecting for new clients
- Cultivate quality relationships with clients to establish opportunities to help their family members pursue financial security
Requirements
- Excellent communication and interpersonal skills
- Life, Accident, and Health license required or willingness to obtain within a reasonable time
Qualifications
- Minimum 3 years of sales experience in sales, customer service, or consulting (preferred)
Nice to Have
- 3+ years of sales experience in sales, customer service, or consulting
- Series 7, 66, or 63 license
- A desire for an entrepreneurial mindset and a passion to help others
- Strong knowledge of sales techniques and strategies
- Strong interpersonal management skills
- Self-starter, capable of working individually as well as in a team environment
- Enjoy engaging in community and networking
Benefits
About New York Life Insurance Company
New York Life is a Fortune 100 mutual company with over 175 years of experience, helping Americans protect families and attain financial goals.