Fortune 100 financial services organization that is the leading retirement provider for people who work in the academic, research, medical and cultural fields.

Key Duties & Responsibilities: 

• Perform outbound calling to clients on approved cases and all future needs based selling outbound initiatives for TC Life
• Convert approved cases to issued policies through consultative, needs-based selling and closing skills
• Determine client’s need and financial situations through fact-finding and scheduling call-backs and/or email communication
• Participate in marketing campaign outbound calls as needed
• Achieve individual and team goals and quality objectives
• Work within TC Life NB & UW to assist with the application process that requires a licensed representative interaction in order to better serve the client
• Ensure adequate system documentation for each client transaction

• Must have at least three years of experience working as a financial advisor or inside sales representative. (could be in a call center, bank, etc.)
• Bachelor’s degree is nice to have; without a degree candidates must have 5+ years of experience
• FINRA Series 6 and Series 63 licenses are preferred

All your information will be kept confidential according to EEO guidelines. 

IF THIS IS THE JOB OPPORTUNITY FOR YOU GIVE ME A CALL AT 646-618-8925 ASAP! I want to know more about your preferences.

If in case you know someone who might be interested for this, feel free to pass it along. I look forward to hearing from you!