Financial Sales Representative

New York Life - Stockton, CA

Full-time - Entry Level

Stockton, CA

5,001-10,000 employees

Insurance Carriers and Related Activities

About the position

The Financial Sales Representative at New York Life is a pivotal role focused on providing financial solutions and peace of mind to clients. This position allows individuals to control their career journey while being backed by a Fortune 100 company. The role emphasizes personal and professional growth, enabling representatives to make a lasting impact on the financial well-being of families and small businesses.

Responsibilities

• Drive positive impact in the lives of families by providing financial solutions.
• Help clients navigate complex financial challenges such as retirement planning and college savings.
• Utilize digital tools for sales, prospecting, and marketing to attract and retain clients.
• Participate in training and development programs to enhance skills and knowledge.
• Engage in peer-to-peer support and mentorship opportunities within the team.

Requirements

• Strong communication skills and the ability to connect with clients.
• Self-discipline and a competitive spirit to drive sales success.
• Entrepreneurial mindset to build and grow a personal business.
• Coachable attitude to learn and adapt in a dynamic environment.

Nice-to-haves

• Experience in sales or customer service roles.
• Familiarity with financial products and services.

Benefits

• Medical, dental, and vision insurance coverage.
• Life and disability insurance.
• 401(k) retirement plan with matching contributions.
• Pension plan for long-term financial security.
• Sales incentives and professional development trips.