Inside Sales Consultant/ Inside Sales Representative/ Medical Sales

Job Description
We’re searching for an enthusiastic inside sales representative to join our team and support business growth. You’ll need strong persuasion skills to turn customer prospects into qualified leads. If you’re looking to jump-start your career in sales, please apply today!

Report on key performance and sales metrics on a monthly and quarterly basis to ensure sales goals are achieved
Prospect potential customers via cold calling, email, or other forms of communication to ensure they are added to the sales pipeline and produce more qualified leads
Keep the customer database updated to ensure information on prospective and past clients is current
Generate qualified leads for the sales team so they can provide a quick response to customers
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
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
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Proactively build and maintain strong client relationships through networking, referrals, and outreach
Meet with clients to gather and analyze financial information, goals, and risk tolerance
Design personalized strategies for retirement planning, education funding, wealth protection, and estate planning
Present and recommend a broad range of financial solutions, including life insurance, annuities, mutual funds, and other investment options
Guide clients through implementation and conduct ongoing reviews to ensure strategies stay aligned with their evolving goals
Partner with fellow New York Life professionals to deliver comprehensive, holistic financial solutions
High school diploma or GED is required, bachelor’s degree preferred
Two years of previous sales experience
S. driver’s license and be able to travel by car
Understand the sales process and how to enter information into client databases
Founded in 1845 , New York Life is the largest mutual life insurance company in the U.As a
Fortune 100 company
, we are recognized for our financial strength, long-term stability
, and commitment to client service.

We offer a full suite of life insurance and financial products to help individuals, families, and businesses reach their goals while fostering a collaborative, ethical, and growth-oriented environment for our agents and advisors. With over 180 years of strength and stability
, New York Life provides the platform.