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Financial Representative
New York Life - Lansing, MI
posted 2 months ago
About the position
As a Sales Agent / Financial Professional at New York Life, you will play a crucial role in helping individuals, families, and small businesses achieve their financial goals. This position is not just about sales; it is a career with purpose, where you will provide peace of mind to clients by guiding them through complex financial decisions. You will receive comprehensive training and support to develop your skills in marketing, customer relationship management, and communication, enabling you to make a lasting impact in the financial well-being of your clients.
Responsibilities
- Provide financial guidance and solutions to clients.
- Develop and maintain client relationships.
- Conduct needs analysis to identify client goals and objectives.
- Educate clients on various financial products and services.
- Assist clients in navigating retirement planning and college savings options.
- Participate in ongoing training and professional development.
- Utilize digital tools for sales and marketing efforts.
Requirements
- Bilingual in Spanish preferred.
- 1 year of sales or customer service experience.
- Strong communication skills.
- Ability to work independently and as part of a team.
- Entrepreneurial mindset and self-discipline.
Nice-to-haves
- Experience in insurance sales or marketing.
- Familiarity with financial products and services.
Benefits
- Health insurance
- Dental insurance
- 401(k)
- Vision insurance
- Flexible schedule
- Life insurance
