Job Description
Job Description
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Compensation :
$75,000 - $100,000 yearly
Responsibilities :
- Help company stay on top of all developments related to new business opportunities, sales activities, and customer needs through our CRM
- Go to in-person or online trainings, meetings, trade shows, and sales events
- Create and fulfill a customer acquisition strategy for your sales territory
- Ensure customer needs are met by staying on top of our services and product, competition, and market conditions in the home services industry
- Speak to potential customers to introduce our services or new products
Qualifications :
- You must have driver’s license and reliable vehicle
- To be successful in this role you must have strong negotiation, communication, interpersonal, and customer service skills
About Company
About NYL - Allentown...
As a mutual company, NYL is accountable only to our policyholders. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.
Every year since 1854, we’ve paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
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