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Financial Sales Agent

NYL - Wall Township

Financial Sales Agent

Princeton, NJ +1 location
Full Time
Paid
  • Responsibilities

    Join the New York Life Team At New York Life, we are committed to providing financial security and peace of mind through our insurance, annuity, and investment solutions. With integrity and long-term stewardship at our core, we are dedicated to being there for our policyholders whenever they need us. We're looking for motivated financial professionals to join our team and help clients navigate a sustainable path to financial security. In return, we’ll help grow your career and provide you with the tools to succeed. What We Offer: • Extensive Training : A comprehensive three-year program with full marketing, technical, and prospecting support. • Growth and Mentorship : Learn from top agents and managers to build a successful clientele. • Resources from a Trusted Brand: New York Life offers the support you’d expect from a Fortune 100 company. About Us : As one of the world’s most respected financial companies, New York Life holds top financial strength ratings from A.M. Best, Standard & Poor’s, Moody’s, and Fitch. We've led the Million Dollar Round Table for 65 consecutive years and are recognized by Fortune as one of the “World’s Most Admired Companies.” Benefits : Full-time agents and their dependents receive immediate access to medical, dental, vision, and other benefits. If you're ready to take the next step in your career, apply today! Responsibilities: • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations Qualifications: • Must possess uncompromising integrity and the ability to communicate complex ideas • Ability to successfully network to prospect new potential clients is a must • Must have effective relationship management skills Compensation: $76,370 - $87,988 yearly

  • Compensation
    $76,370-$87,988 per year
  • Locations
    Princeton, NJ • Wall Township, NJ