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Financial Professional
Location:
Houston, TX
Description:
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 communications, customer service, and interpersonal skills. If you are looking for a lucrative position, we want to talk to you today! Responsibilities: • Use your prospecting and follow-up skills with potential customers online, in-person, or on the phone to uncover potential upsells and new clients• Secure new deals and target buyers quickly, give them the information they need to envision our brand and close deals efficiently• Create a competitive analysis, identify industry and product trends, and position our brand as the clear and obvious choice• Meet or surpass the monthly quota for sold business and lead requirements/ revenue-generating activities• 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 client 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: • Deadlines and details motivate you to provide exceptional customer service to your prospects, clients, and team alike• High school diploma required and some industry or product knowledge preferred• Exceptional negotiating, interpersonal, presentation, persuasion, and communication skills• Superior relationship skills, communication skills, and customer service skills are necessary• Entrepreneurial mindset• Relevant knowledge of the financial industry, financial products, and best practices is preferred• Experience in sales & finance is helpful but not required Compensation: $80,000 - $120,000 yearly 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 trainingSupportive managementExtensive sales and marketing supportBacked by over 175 years of experience
Company:
New York Life
Posted:
May 16 on WizeHire
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More About this Listing: Financial Professional
Financial Professional is a Real estate Financial Professional Job at New York Life located in Houston TX. Find other listings like Financial Professional by searching Oodle for Real estate Financial Professional Jobs.
Financial Professional is a Real estate Financial Professional Job at New York Life located in Houston TX. Find other listings like Financial Professional by searching Oodle for Real estate Financial Professional Jobs.