What are the responsibilities and job description for the Client Sales Representative position at New York Life?
New York Life is dedicated to providing our clients with outstanding financial products and services, benefiting from a legacy that spans over 175 years. As one of the leading life insurance companies in the U.S., we focus on serving our policyholders and ensuring their financial security and peace of mind. The strength of our company shines through our exceptional ratings:
✅ A (Superior) – A.M. Best
✅ AAA (Exceptional) – Fitch
✅ Aaa (Highest) – Moody’s
✅ AA (Very Strong) – S&P
As we approach our 180th anniversary in 2025, we remain committed to helping individuals and families navigate their financial futures with confidence.
As a Client Sales Representative with New York Life, you will engage with clients to understand their unique needs and provide tailored solutions that enrich their financial well-being. You will be equipped with comprehensive training, support, and access to a variety of financial products that can help your clients plan for their future and achieve their financial goals.
- Build and maintain strong relationships with clients to assess their financial needs and goals.
- Provide expert advice on various financial products, including life insurance, retirement plans, and investment options.
- Generate leads and develop new business through networking, community outreach, and referrals.
- Conduct detailed financial assessments to provide clients with personalized recommendations.
- Manage and monitor client portfolios, ensuring that their plans remain aligned with their evolving financial objectives.
- Effectively communicate the benefits of products and services to convert leads into satisfied clients.
- Adhere to industry regulations, maintaining New York Life's high standards of ethical conduct.
Qualifications:
- Exceptional communication and interpersonal skills.
- Motivated, results-driven, and have a proactive mindset.
- Previous experience in sales or customer-facing roles is advantageous but not mandatory.
- Willingness to obtain the necessary licenses (training and support provided by New York Life).
- Ability to work independently and collaboratively within a team environment.
- 401(k)
- Full benefits (health/vision/dental)
- Flexible schedule
- Tuition reimbursement
- Bonus opportunities
- Commission pay
- Licensing (sponsored by New York Life)
Work Location: In person
