Financial Sales Representative

New York Life - Roseville, CA

Full-time - Entry Level

Roseville, CA

Insurance Carriers and Related Activities

About the position

The Financial Sales Representative at New York Life is a career-oriented role focused on providing financial solutions to individuals, families, and small businesses. This position emphasizes personal and professional growth, allowing representatives to make a significant impact on clients' financial well-being while receiving comprehensive training and support from a leading financial services company.

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 ongoing training and development to enhance skills and knowledge in financial services.
• Engage with peers for support through mentorship and study groups.

Requirements

• 1 year of experience in financial sales or marketing.
• Strong communication skills and the ability to build relationships with clients.
• Self-discipline and a competitive spirit.

Nice-to-haves

• Experience in customer relationship management (CRM).
• Familiarity with financial products and services.

Benefits

• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Vision insurance
• Life insurance