[Remote] Financial Representative

Note: The job is a remote job and is open to candidates in USA. New York Life has been a trusted provider of insurance, investments, and advisory services for over 181 years, fostering career development and innovation. The Financial Representative role involves building client relationships, providing financial products and insurance solutions, and achieving sales goals while receiving training and development support.ResponsibilitiesBuilding and maintaining client relationshipsProviding financial products and insurance solutionsAchieving sales goalsConsulting with clients to identify their financial, retirement, and insurance needsRecommending tailored solutionsDelivering excellent customer serviceParticipating in training programsStaying updated on industry trends and compliance regulationsSkillsYou must be a US Citizen, as this position is tied to the financial industry, which is highly regulatedStrong Communication and Customer Service skills, and willing to engage clients effectivelyAbility to learn how to meet performance targets in a results-driven environmentWillingness to obtain the Knowledge of Insurance products and financial planning principles to advise clients on proper solutions that complement their goalsWillingness to learn and grow through ongoing Training opportunitiesSelf-motivation, organizational skills, and a customer-focused mindsetNo degree required, but relevant experience will be consideredLicensing for insurance or financial products is a plus but not required; however, you must be willing to obtain the needed licenses as requiredBenefitsThis is a full-time, remote positionTraining and development tools designed by the Harvard Business SchoolOversight, direction, and mentoring by your partnerParticipating in training programsStaying updated on industry trends and compliance regulationsCompany OverviewNYLIFE Securities is a subsidiary of New York Life Insurance Company and focuses on providing clients with world‐class brokerage services and a wide variety of investment options. It was founded in 1969, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is http://www.nylifesecurities.com/.