Registered Financial Sales Representative
Company: New York Life
Location: Palm Springs
Posted on: October 9, 2020
Our mission is to provide financial security and peace of mind
through our insurance, annuity, and investment solutions. We act
with integrity and humanity in all our interactions with our policy
owners, business partners, and one another. Grounded in both
confidence and humility, we serve as stewards for the long term. We
are here for good, reflecting both the permanence of New York Life
and our commitment to do the right thing in business and society.
Everything we do has one overriding purpose: to be there when our
policy owners need us.
New York Life is currently seeking a self-motivated, driven
individual with integrity and a passion for making a positive
impact on people's lives. Through the comprehensive array of
financial products and services we offer, you'll help clients
develop a sound, long-term strategy to achieve their financial
--Training, Support, and Professional Development: New York Life
offers a comprehensive three-year training program, marketing
support, as well as prospecting and technical assistance. Our
programs give you the ability to work with highly successful,
established agents and managers who assist you in developing a
clientele. New York Life provides the resources and ongoing support
you would expect from a Fortune 100 company.
--- Identify, seek out, and generate prospects continuously using
social media or other marketing tools and create strong
relationships with new clients as their trusted advisor
--- Collect and organize each client's financial information using
a CRM to determine financial status, financial goals, cash flow,
and financial expectations
--- Research and provide financial advice and strategies through
educational meetings or seminars that are suitable based on client
risk tolerance and financial objectives
--- Create customized financial plans using the products and
services we offer based on each client's potential life and
--- Help clients implement financial recommendations such as life
insurance, savings plans, mutual funds, and other financial
--- Must have the ability to successfully network and prospect for
--- Must possess uncompromising integrity and the ability to
communicate complex ideas
--- Must have effective relationship management skills
At the heart of New York Life is a commitment to be there for our
customers when they need us; whether today or decades into the
future. We have delivered on that promise for 175 years by
investing wisely, growing a portfolio of strategic businesses, and
remaining true to our mission as a mutual company, accountable only
to our customers, not to outside investors. For our customers, that
means having the confidence that comes with knowing they can build
a better future for themselves and those they love.
We're looking for decision-makers.
When you choose a career with New York Life, you'll help improve
lives and build communities. You'll also deepen your professional
knowledge, receive quality training, and may be eligible for a
retirement plan and a competitive benefits package.
Keywords: New York Life, Palm Springs , Registered Financial Sales Representative, Sales , Palm Springs, California
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