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Financial Services Representative
Location:
Dallas, TX
Description:
Financial Services Representative - Frisco We are looking for a motivated individual in the Frisco area to join our team as a Financial Services Representative. The role entails delivering exceptional customer service, assisting clients with financial account management, and providing information about our financial products and services. The ideal candidate will possess strong communication skills, interpersonal abilities, critical thinking capabilities, and sound decision-making skills. Responsibilities:• Utilize sales/CRM databases, customer records, and related organizational tools to accurately report progress to monthly and quarterly sales goals• Implement sales strategies and tactics proven effective in maintaining and growing customer portfolios• Maintain consistent quality customer service• Educate and consult new and potential clients, assess their priorities and finances, and determine suitable plan options that successfully meet their individual needs• Develop and deliver risk management strategies for each customer based on their risk profile• Stay abreast of industry protocols and policy changes to ensure fulfillment of all policy requirements and continuing education• Attend training (both virtual and in-person) and obtain relevant licenses in a timely fashion Qualifications: Required: • Candidate must be an accomplished communicator with strong verbal and written skills• Candidate must be licensed and/or willing to obtain a Life/Health insurance license• Willingness to obtain SIE, Series 6 or 7, and Series 63• Go-getter mindset• Strong desire to help others• Demonstrate self-discipline in a hybrid work environment• Capable of working individually as well as in a team environment• Candidate must have the ability to attend periodic training located in Frisco, TX• Business Professional Attire Preferred: • 4-year College Degree• Prior sales and/or business experience• Bilingual a plus• Zoom proficiency for virtual settings• Some experience with a CRM/Salesforce is beneficial Compensation: $75,000 - $95,000+ About Company: We are among the strongest and most respected financial companies in America today, ranking #72 on the 2022 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies such as Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Independent Third Party Ratings Reports as of 8/19/2022. For over 77 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. A promise to work with you to build a strong financial future for both you and your clients.
Company:
New York Life DFW
Posted:
July 17 on WizeHire
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More About this Listing: Financial Services Representative
Financial Services Representative is a Accounting & Finance Financial Service Representative Job at New York Life DFW located in Dallas TX. Find other listings like Financial Services Representative by searching Oodle for Accounting & Finance Financial Service Representative Jobs.
Financial Services Representative is a Accounting & Finance Financial Service Representative Job at New York Life DFW located in Dallas TX. Find other listings like Financial Services Representative by searching Oodle for Accounting & Finance Financial Service Representative Jobs.