[Remote] Financial Representative

Note: The job is a remote job and is open to candidates in USA. New York Life has been a trusted provider of insurance, investments, and advisory services for over 181 years, fostering career development and innovation. The Financial Representative role involves building client relationships, providing financial products and insurance solutions, and achieving sales goals while receiving training and development support.

Responsibilities

• Building and maintaining client relationships
• Providing financial products and insurance solutions
• Achieving sales goals
• Consulting with clients to identify their financial, retirement, and insurance needs
• Recommending tailored solutions
• Delivering excellent customer service
• Participating in training programs
• Staying updated on industry trends and compliance regulations

Skills

• You must be a US Citizen, as this position is tied to the financial industry, which is highly regulated
• Strong Communication and Customer Service skills, and willing to engage clients effectively
• Ability to learn how to meet performance targets in a results-driven environment
• Willingness to obtain the Knowledge of Insurance products and financial planning principles to advise clients on proper solutions that complement their goals
• Willingness to learn and grow through ongoing Training opportunities
• Self-motivation, organizational skills, and a customer-focused mindset
• No degree required, but relevant experience will be considered
• Licensing for insurance or financial products is a plus but not required; however, you must be willing to obtain the needed licenses as required

Benefits

• This is a full-time, remote position
• Training and development tools designed by the Harvard Business School
• Oversight, direction, and mentoring by your partner
• Participating in training programs
• Staying updated on industry trends and compliance regulations

Company Overview