Financial Services Representative - SalesNew York Life - North Dakota • Williston, North Dakota, United States
Financial Services Representative - Sales
New York Life - North Dakota
- Williston, North Dakota, United States
- Williston, North Dakota, United States
About
Responsibilities
Engage with clients to understand their financial needs and provide tailored insurance solutions.
Develop and maintain strong client relationships to ensure long-term satisfaction and trust.
Collaborate with team members to strategize and implement effective sales approaches.
Stay informed about industry trends and product offerings to provide clients with up-to-date information.
Conduct thorough financial assessments to recommend appropriate insurance products.
Achieve and exceed sales targets through proactive client engagement and follow-up.
Participate in training sessions to enhance product knowledge and sales skills continuously.
Qualifications
Experience in financial services or sales, with a focus on client engagement, is not necessary.
Ability to build and maintain strong, trust-based relationships with clients.
Proven track record of meeting and exceeding sales targets.
Strong communication skills to effectively convey complex information.
Ability to collaborate with team members to develop strategic sales approaches.
Knowledge of current insurance products and industry trends.
Proficiency in conducting financial assessments to recommend suitable products.
Compensation $86,000 - $94,000 per year
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Languages
- English
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