Job Description
Salary: $75,000–$95,000 per year
We are seeking a Client Solutions Representative to help prospective and current clients understand their options and find solutions that fit their needs. This position combines relationship building, customer support, and sales.
Responsibilities
- Speak with clients to understand their needs and goals
- Explain available products, services, and solutions
- Recommend options based on each client’s situation
- Follow up with clients throughout the decision-making process
- Build positive, long-term client relationships
- Assist with questions and resolve basic client concerns
- Identify opportunities for additional products or services
- Maintain organized client records
- Work closely with other departments to support customers
Qualifications
- Strong communication and listening skills
- Comfortable speaking with customers and prospects
- Professional, friendly, and solution-focused
- Good organizational and time-management skills
- Sales or customer service experience is helpful
- Ability to learn products and processes quickly
Compensation
Annual salary of $75,000–$95,000, based on experience and qualifications.
Numbers & Facts
| Location | Louisville, KY |
| Industry | Financial Services |
| Salary | $75,000–$95,000 Per Year |
| Company Size | 10,000 employees or more |
| Year Founded | 1845 |
| Website | http://newyorklife.com |
Benefits
Parking, Performance Bonus, Professional Development, 401K, Employee Referral Program, Employee Events, Retirement / Pension Plans, Tuition Reimbursement, Work From Home, Life Insurance, On Site Cafeteria
About Company
Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s (Aaa), and Fitch (AAA). For 64 Consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has been recognized as one of the “50 Best Companies to Launch a Career” by BusinessWeek, one of “America’s Best Large Employers” by Forbes and one of the “World’s Most Admired Companies” by Fortune. For the fourth consecutive year, our Boston General Office was recognized as one of the “TOP PLACES TO WORK” by the Boston Globe.
Mission Statement and Values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. That’s why New York Life is The Company You Keep.
Skills
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