Financial Services Professional

New York Life is a respected financial services company that offers a comprehensive array of financial products and services. They are seeking motivated self-starters to build relationships with clients, develop business and marketing plans, and provide ongoing support to help clients achieve financial peace of mind.

Responsibilities

• Build relationships with clients beyond a financial/transnational basis
• Develop your professional skills and sales knowledge
• Develop and implement business and marketing plans
• Prospect for potential clients
• Schedule appointments and meet with clients
• Discuss financial concerns and needs of individuals
• Present potential solutions using our world class suite of products and services
• Provide ongoing support to existing clients

Skills

• Organized, detail-oriented and excellent time management skills
• Strong sales, leadership and communication skills
• Ability to work in a team based environment
• Highly self-motivated and self-disciplined
• Sales Experience: 1 year (Required)
• Customer service: 1 year (Required)
• Ability to Relocate: San Antonio, TX: Relocate before starting work (Required)
• FINRA Series 6/63, Series 7 not required
• College Degree preferred
• Sales experience preferred
• Relationship building and networking abilities
• Life & Health Insurance License not required (company will pay for sponsorship)
• Previous Insurance sales industry experience not required
• Financial Industry background a plus
• Bilingual English/Spanish a plus but not required

Benefits

• Health/Dental/Life/Disability
• 401(k) plan after one year of service and Pension Plan
• Continuing education reimbursement, reimbursement for industry designations.
• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Company Overview

Company H1B Sponsorship