Sales Representative

Company: New York Life
Location: Franklin
Posted on: September 2, 2024

Job Description:

We are seeking a dedicated and motivated individual to join our team as a financial professional. In this role, you will be working closely with clients to provide personalized financial planning and advice. You will have the opportunity to help clients achieve their financial goals and secure their financial future. Our team is committed to providing excellent support and training to help you succeed in this fulfilling career.Responsibilities

• Conduct comprehensive financial analyses for individual clients
• Develop personalized financial plans and provide ongoing advice and support
• Assist clients with managing their investments and retirement accounts
• Provide guidance on insurance and risk management
• Participate in networking and business development activities
• Review and assess clients' financial goals and progress
• Manage and grow your book of businessRequirements
  • Bachelor's Degree
  • Driver License
  • Authorized to work in USBenefits
    • Health Insurance
    • Paid Time Off
    • Retirement Benefits
    • Education AssistanceSalary: $100,000.00-$120,000.00 per year Associated topics: financial, financial product, financial professional, financial service, investment, merchant service solution, mortgage, payment, payment management solution, treasury

Keywords: New York Life, Franklin , Sales Representative, Sales , Franklin, Tennessee