What are the responsibilities and job description for the Financial Professional position at New York Life - Houston General Office?
Job Description
Job Description
Are you a results-oriented and driven sales professional with a proven track record of achieving sales goals? We’re seeking an outside sales representative who can develop a sales strategy to build new and expand current customer relationships. We support our sales team with the tools, training, management, and competitive compensation to ensure your success. Job seekers should be motivated self-starters with superior communication, customer service, and interpersonal skills. If you are looking for a lucrative position, we want to talk to you today!
Compensation :
80,000 - $120,000 yearly
Responsibilities :
- Qualify prospective customers quickly by fact-finding to identify decision-makers, pain points, competition, budget, timeline, and other potential obstacles
- Close the deal after creating, presenting, and negotiating a solution to your prospects
- Use your prospecting and follow-up skills with potential customers online, in-person, or on the phone to uncover potential upsells and new clients
- Identify and pursue sales leads, prospective new clients and move them through the sales pipeline from qualification to close stages
- Exceed monthly and quarterly revenue expectations and meet sales and lead generating activities goals to ensure future business
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
- Customize financial plans for each client based on potential life changes and changing financial needs
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications :
About Company
Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Become your own boss, and discover how satisfying it can be to shape your own practice and strengthen your community.
New York Life holds the highest financial strength ratings currently awarded.
With New York Life, you're in business for yourself, not by yourself.
As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including :
Salary : $80,000 - $120,000
