PalmSpringsRecruiter Since 2001
the smart solution for Palm Springs jobs

Registered Financial Sales Representative

Company: New York Life
Location: Palm Springs
Posted on: October 9, 2020

Job Description:

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 goals.

--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.

Responsibilities:
--- 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 financial needs
--- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products

Qualifications:
--- Must have the ability to successfully network and prospect for new clients
--- Must possess uncompromising integrity and the ability to communicate complex ideas
--- Must have effective relationship management skills

About Company:
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

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Sales Jobs


Licensed Medicare Insurance Agent - $600 sign-up bonus, work when & where you want, free leads
Description: If you've sold Medicare, Life, or Auto Insurance before, you'll want to consider this unique sales opportunity. Join the revolutionary ASSURANCE platform and uncap your earnings on the industry--s best (more...)
Company: ASSURANCE Independent Agents
Location: Temple City
Posted on: 10/20/2020

Licensed Medicare Insurance Agent - $600 sign-up bonus, work when & where you want, free leads
Description: If you've sold Medicare, Life, or Auto Insurance before, you'll want to consider this unique sales opportunity. Join the revolutionary ASSURANCE platform and uncap your earnings on the industry--s best (more...)
Company: ASSURANCE Independent Agents
Location: Signal Hill
Posted on: 10/20/2020

Licensed Life Insurance Agent - Free Leads (License Required)
Description: Job DescriptionRequirements: Have or be willing to acquire 10 or more insurance state licenses High-speed internet, reliable computer, and headset with microphone History of compliant insurance (more...)
Company: Assurance
Location: Los Angeles
Posted on: 10/20/2020


Licensed Medicare Insurance Agent - Work from Home, 500 limited spots
Description: If you've sold Medicare, Life, or Auto Insurance before, you'll want to consider this unique sales opportunity. Join the revolutionary ASSURANCE platform and uncap your earnings on the industry--s best (more...)
Company: ASSURANCE Independent Agents
Location: Manhattan Beach
Posted on: 10/20/2020

Licensed Medicare Insurance Agent - Work from home, $600 Sign-Up Bonus Opportunity
Description: If you've sold Medicare, Life, or Auto Insurance before, you'll want to consider this unique sales opportunity. Join the revolutionary ASSURANCE platform and uncap your earnings on the industry--s best (more...)
Company: ASSURANCE Independent Agents
Location: Stanton
Posted on: 10/20/2020

Remote Life Insurance Agent - Free Inbound Leads (License Required)
Description: Job Description Requirements:Have or be willing to acquire 10
Company: Assurance
Location: Los Angeles
Posted on: 10/20/2020

Kickboxing Trainer - Sales & Training
Description: If you think you have what it takes to be a 9Round trainer and part of the fastest growing fitness franchise in the nation, then, this position is for you. Martial Arts, Kickboxing or Boxing preferred (more...)
Company: 9Round Fitness
Location: Culver City
Posted on: 10/20/2020

Remote Life Insurance Agent - Free Leads (License Required)
Description: Job Description Requirements:Have or be willing to acquire 10
Company: Assurance
Location: Los Angeles
Posted on: 10/20/2020

Sales Account Executive
Description: Konica Minolta Business Solutions U.S.A., Inc., a global Fortune 1000 company and one of Forbes 2017 America s Best Large Employers, is transforming the way we all do business.From smart office technology (more...)
Company: Konica Minolta
Location: Los Angeles
Posted on: 10/20/2020

Licensed Medicare Insurance Agent - Work from Home, 500 limited spots
Description: If you've sold Medicare, Life, or Auto Insurance before, you'll want to consider this unique sales opportunity. Join the revolutionary ASSURANCE platform and uncap your earnings on the industry--s best (more...)
Company: ASSURANCE Independent Agents
Location: South Pasadena
Posted on: 10/20/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Palm Springs RSS job feeds