Sales Representative - Allentown, United States - NYL - Allentown

NYL - Allentown Allentown, United States

2 weeks ago

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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