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Financial Sales Representative

The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you ’ ll have the opportunity to own your career, while being aligned with a company where hard work is valued and rewarded.

Desired Skills and Experience

• 4-year College Degree

• Candidate must be an accomplished communicator with strong verbal and written skills

• Prior sales and/or business experience preferred

• Entrepreneurial mindset

• Strong desire to help others

It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment.

Training, Development & Benefits

Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:

• In conjunction with in office trainings, we ’ ve created a comprehensive and user-friendly learning experience within New York Life ’ s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!

• You can read in full about all benefits for our Financial Professional role here:

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients ’ interest and priorities. We had over 170 years of industry success.

Some of our accolades include:

• A promise to work with you to build a strong financial future for both you and your clie nts

• #67 on Fortune 100 in 2021

• A leading company with many agents qualifying for MDRT2 year after year

• Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor ’ s (AA+); A.M. Best (A++); Moody ’ s (Aaa); and Fitch (AAA) as of 9/12/19

Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to terminate benefit plans at any time for any reason.

MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance.

SOURCE: MDRT as of 7/1/2019 New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Job Requirements:
  • Use broad knowledge in all facets of securities and insurance to manage and grow a book of business, providing a needs-based approach to selling financial solutions
  • Provide financial security through insurance and investment products
  • Analyzing financial information from clients to determine strategies, products and services to help clients meet financial objectives
  • Involve making outbound sales calls to financial advisors to assist in selling financial products and developing retirement income solutions for customers
  • Value candidates with previous sales experience and financial service knowledge
  • Analyzing financial information obtained from clients to determine strategies for helping clients meet financial objectives
  • Adhering to policies of the customer financial services
  • Define personal and financial goals, needs and priorities for the development of individual financial plans
  • Exceeding sales and new account goals
  • Create financial planning reports and illustrations- using financial planning software
  • Ensure the financial records are
  • Execute financial services transactions with minimal supervision
  • Supporting the analysis of financial information
  • Selecting new financial sales professionals and supporting development through training, coaching and joint-work opportunities
  • Discover that is difficult to find a position that provides both of things
  • Obtained from clients to determine strategies, products and services to help clients meet financial objectives
  • Receive and process member financial transactions
  • Promote cross-referrals or cross-sales of credit union products
  • Deepen client relationships by effectively executing all services and referring bank products while achieving goals through daily sales activities and branch sales promotions
  • Assisting the community in achieving financial goals
Salary Range
$33,000.00 - 52,000.00
per Year
Salary range estimated by
Spokane, WA 99201, US