About this role
Experienced Sales Advisor at NYL - Matthews. Location: Charlotte, North Carolina, United States. Role: implementing recommendations, collecting information, presenting strategies Requirements: Bachelor's in finance or business required, prior success in financial services, proficiency with Microsoft Office and Google Suite, familiarity with CRM and financial planning software preferred, strong math and communication skills. Category: Sales Seniority: Mid Level Tools: Microsoft Office, Google Suite, CRM systems, financial planning software Commitment: Full Time Workplace: Onsite Languages: English