Eagle Strategies

Melville, NY

Sales Representative

$38,480-$70,000 / YEAR

Career Description:  Financial Professionals work with clients to identify, outline and achieve their financial goals.  We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy.  New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service.


Training, Support and Professional Development:NYLIC University is one of the most comprehensive and well-respected training programs in the industry. Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity.


Career Advancement - After two years as a successful agent, additional opportunities that maybe available include: Partner, Development Manager, Product Consultant, and Home Office opportunities in recruiting, marketing, or training.



·         Significant Income Potential

·         Comprehensive Health/Dental/Life/Disability Coverage

·         Retirement Package and Pension Plans

·         Sponsorship of Licensing and industry credentials

·         2015 average income for top 5 Managing Partners is approximately $2,508,400

·         First year average income of new representatives is approximately $80,000

Here are just a few of our recent recognitions:

·         Ranks #80 on the Fortune 500 list for 2015**

·         Fortune Magazine’s List of World’s Most Admired Companies for 2014

·         “Training Top 125” for Training magazine ranking for 2014

·         “Best Company for Multicultural Women” by Working Mother Magazine



Job requirements:

·         BA or BS degree from a four-year institution preferred

·         Prior financial services background NOT required

·         Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision.

Job Requirements
  • Analyze sales trends to increase sales
  • Maintain sales area records on customer sales
  • Searching a sales representative to complement sales team
  • Drive outside sales within territory
  • Prepare periodic sales report showing sales volume and potential sales
  • Lead all sales within territory
  • Develop a territory sales plan
  • Utilizing sales system to optimize sales calls
  • Complete job site survey reports for all new customer job sites and existing customer job sites
  • Mastering the sales representative position
  • Provide weekly sales updates to sales management
  • Develop and maintain sales forecasts on anticipated territory sales
  • Exceed sales goals in assigned territory
  • Coordinate sales calls and associated paper work with inside sales/sales support
  • Exerting sales effort necessary to meet sales quota
  • Achieve sales goals for assigned accounts and assigned sales area
  • Achieve and exceed territory sales goals
  • Meet or exceed sales call activity goals for new sales
  • Conduct sales presentations to customers
  • Succeed in company sponsored training classes