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1 Financial Services Representative Job in Mandeville, LA

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New York Life
Mandeville, LA | Full Time
$47k-58k (estimate)
1 Month Ago
Financial Services Representative
New York Life Mandeville, LA
$47k-58k (estimate)
Full Time | Insurance 1 Month Ago
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New York Life is Hiring a Financial Services Representative Near Mandeville, LA

As a Financial Services Representatives for New York Life, you'll be trained to build meaningful relationships with the people you serve. You'll help them make good decisions that will promote financial security for them and their loved ones for generations to come. You'll experience all the rewards that come with making a real difference in people's lives, and helping them achieve their financial goals.

This is your chance to bring about a positive change-both in your life, and in the lives of others. We don't just offer agent jobs, we offer meaningful careers with opportunities for advancement, flexibility, significant income potential, and being in a position to improve the lives of clients.

We have a 175-year history of helping people and were named one of America's 2019 "Great Places to work."

-Full time position

-Comprehensive training program

-Full benefits package

-All securities licensing and testing paid for

-Flexible schedule

-Collaborative and supportive work culture

-Fortune 100 company

-Background in finance not needed

Job Type: Full-time

Pay: $60,000.00 - $140,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Vision insurance

Supplemental pay types:

  • Bonus opportunities
  • Commission pay

Weekly day range:

  • Monday to Friday

Work setting:

  • In-person
  • In the field
  • Office

Education:

  • Associate (Required)

Experience:

  • Sales Experience: 2 years (Required)

License/Certification:

  • Driver's License (Preferred)

Ability to Relocate:

  • Mandeville, LA 70471: Relocate before starting work (Required)

Work Location: In person

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$47k-58k (estimate)

POST DATE

03/25/2024

EXPIRATION DATE

07/19/2024

WEBSITE

cbizlife.com

HEADQUARTERS

SAN DIEGO, CA

SIZE

<25

FOUNDED

1974

CEO

TIMOTHY MOYNIHAN

REVENUE

$10M - $50M

INDUSTRY

Insurance

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About New York Life

Own a small business but don't know where to start on building your business through marketing? Branding, Content, Website, Digital Marketing, CRM tracking, Marketing Campaigns, Tradeshows, Incentive Programs, Social Media, LinkedIn followers, Video and Blog. Let me help you navigate and build your business and sales as well as client retention!

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The job skills required for Financial Services Representative include Flexibility, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Services Representative job description and responsibilities

They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.

04/04/2022: Riverside, CA

Maintain comprehensive knowledge of all services and products and update all request on development needs.

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Provide efficient sales, services to customers and monitor sales for all referral objectives.

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To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.

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A financial service representative provides financial advice and matches financial products with customers' needs and goals.

02/16/2022: Richland, WA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Services Representative jobs

Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.

02/19/2022: Olympia, WA

Opt for more than a basic bank account.

03/19/2022: New York, NY

Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.

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Soft skills for financial services representative roles can be of help.

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Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.

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Step 3: View the best colleges and universities for Financial Services Representative.

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