What are the responsibilities and job description for the Field Sales Representative position at New York Life?
Description
We are currently seeking an excellent outside sales representative who can develop a sales strategy and build and expand buyer relationships to achieve sales goals. You'll be responsible for seeking out, engaging with, and presenting our solutions to new prospects and current customers. If you have a proven track record of outside selling and are looking for a lucrative outside sales position that provides you with the flexibility, support, and compensation to help you shine, we want to connect!
Responsibilities
- 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
- Present a win-win solution for the prospect, negotiate sales contract specifics, and close deals
- Identify and pursue sales leads, prospective new clients and move them through the sales pipeline from qualification to close stages
- Position us as the clear and obvious choice in our market through competitive analysis and product trends
- Initiate outgoing cold calling and emailing to potential customers, schedule in-person sales appointments, and follow up on client requests for information
- Meet or surpass the monthly quota for sold business and lead requirements / revenue-generating activities
Qualifications
