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Financial Professional

Financial Professional

New York Life - Houston General OfficeHouston, TX, US
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Are you a results-oriented and driven sales professional with a proven track record of achieving sales goals? We’re seeking an outside sales representative who can develop a sales strategy to build new and expand current customer relationships.

We support our sales team with the tools, training, management, and competitive compensation to ensure your success. Job seekers should be motivated self-starters with superior communication, customer service, and interpersonal skills. If you are looking for a lucrative position, we want to talk to you today!

Compensation :

$80,000 - $120,000 yearly

Responsibilities :

  • Show our solution to prospects with sales presentations, negotiate deals, and obtain sales contract signatures
  • Leverage social prospecting and multiple communication channels to find, meet with, and follow-up with potential customers and deal opportunities
  • Create a competitive analysis, identify industry and product trends, and position our brand as the clear and obvious choice
  • Secure new deals and target buyers quickly, give them the information they need to envision our brand and close deals efficiently
  • Convert “no” into “yes” by identifying and resolving potential obstacles such as budget, timelines, shareholders, competition, and other pain points
  • Research and provide financial advice and strategies that are suitable based on the client's risk tolerance and financial objectives
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Customize financial plans for each client based on potential life changes and changing financial needs
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications :

  • Exceptional negotiating, interpersonal, presentation, persuasion, and communication skills
  • Some industry or product knowledge preferred and a High school diploma is required
  • You are an organized, detail and deadline-oriented self-starter who loves contributing your team’s goals
  • Prefer a minimum of 2+ years in outside sales experience
  • Ability to meet and exceed monthly quota in sales
  • Superior relationship skills, communication skills, and customer service skills are necessary
  • Business mindset
  • Relevant knowledge of the financial industry, financial products, and best practices is preferred
  • Experience in sales & finance is helpful but not required

    • About Company

    Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Become your own boss, and discover how satisfying it can be to shape your own practice and strengthen your community.

    New York Life holds the highest financial strength ratings currently awarded.

    With New York Life, you're in business for yourself, not by yourself.

    As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including :

  • Expert training
  • Supportive management
  • Extensive sales and marketing support
  • Backed by over 175 years of experience
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    Financial Professional • Houston, TX, US