336 Financial Sales Representative Jobs in New York, NY
Tri-Harbor Financial Group is Hiring a Financial Sales Representative Near New York, NY
Financial Sales Representative - Wealth Management Development Program
When getting started on Wall Street it's important to join a firm that will give you the most opportunities for success. The Financial Sales Representative program will get you started in a difficult yet lucrative career. We're going to sponsor and pay for your licenses (SIE, Series 6/7, 63/66, Life and Health), and teach you how to work with Business Owners, Families, and Individuals (No previous finance experience required).
Think about a goal that you've accomplished; whether it was helping your team win a championship, paying off debt, or running your first 10K; the feeling of accomplishment is undeniable. Now think about how helping others reach their financial goals will feel both for you and your clients.
Financial Sales Representative with Northwestern Mutual help clients reach their financial goals, staying with them over time and evolving their plans as their needs change. And with more than half of Americans believing their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities.
You'll partner with clients by creating personalized financial plans built on their unique needs and desires. And through our industry-leading solutions, you'll help them protect what they've worked so hard to achieve while also growing their assets for the future.
A CAREER WITH ENDLESS OPPORTUNITIES.
This is a commission-based career which includes stipends, training allowance and bonuses. Tri-Harbor hires you under a W-2 statutory employee contract with full benefits. Our contract allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial representatives are making on average $130,048 in years 1-4, and $627,247 on average 5 years. What’s the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like.
Desired Skills and Experience
- Bachelor's degree Required
- Preferred: College Athlete | Sales Experience | Leadership Background | Bilingual
- Relationship building, communication, negotiation, or client-facing skills
Additionally, Northwestern Mutual is committed to offering its Financial Sales Representatives a comprehensive compensation and benefits program as well as:
- Leadership Opportunities
- Access to one-on-one Mentorship
- Personal Assistant
- Sponsorship of Licensing/Credentialing
- Development Stipends
- Expense Allowance
- Comprehensive Medical Coverage (Dental and Vision included)
- Retirement Package; Pension Plan
Job Type: Full-time
Pay: $82,000.00 - $114,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Compensation package:
- Bonus opportunities
- Commission pay
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Job Summary
Full Time
$95k-129k (estimate)
03/24/2024
05/23/2024
The job skills required for Financial Sales Representative include Leadership, Life Insurance, Building Relationships, Professional Development, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Sales 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 Sales Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Sales Representative positions, which can be used as a reference in future career path planning. As a Financial Sales Representative, it can be promoted into senior positions as a Sales Manager - Medicare Products that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Sales Representative. You can explore the career advancement for a Financial Sales Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Sales 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 Sales Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Sales Representative job description and responsibilities
Develop financial strategies and plans and recommend specific products to clients.
03/08/2022: Salem, OR
Supervise all finance sales process and manage multiple responsibilities.
05/03/2022: Lubbock, TX
Coordinate with other departments for the efficiency on all sales procedures and activities.
03/29/2022: Sacramento, CA
They recommend financial services and products to meet client needs.
02/11/2022: Altoona, PA
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.
05/03/2022: Rapid City, SD
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 Sales Representative jobs
Find an entry-level sales position.
02/25/2022: El Paso, TX
Proven experience working as a financial services representative.
03/10/2022: Mesa, AZ
Step 3: View the best colleges and universities for Financial Sales Representative.
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