Financial Adviser at NYL-Jian Guan
Tampa, FL
About the Job
$100,000 - $150,000 yearly
Responsibilities:- Help company stay on top of all developments related to new business opportunities, sales activities, and customer needs through our CRM
- Commit to staying updated on all services and products, competition, and market conditions to ensure customer needs are met
- Go to in-person or online trainings, meetings, trade shows, and sales events
- Implement and carry out strategies to acquire new clients in your sales territory
- Speak to potential customers to introduce our services or new products
- We prefer if you have a bachelor’s degree or high school school diploma
- Proven track record of sales experience, 3-5 years
- Applicant must have a valid driver’s license and reliable vehicle
- Should have working knowledge of a CRM
- To be successful in this role you must have strong negotiation, communication, interpersonal, and customer service skills
- Bilingual preferred
- Great working attitude, disciplined, and willing to work hard
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
We’re proud of our financial strength.
• A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s)
We’re proud of the training we offer.
• Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity.
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For