We want to add a motivated and personable new employee to our insurance and investment agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our financial professional position has the solid communications skills it takes to drive sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative!
Compensation:$120,000+ at plan earnings
Responsibilities:
- Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
- Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
- Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
- Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
- Tailor risk management strategies and client profiles to reflect each customer’s individual needs
Qualifications:
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
- Candidates must have or be willing to get an insurance license
- Experience using accounting or sales-related software is beneficial
- High school diploma required; bachelor’s degree a plus
- Willingness to learn about investments, investment programs, and the language used to approach clients and prospects when discussing these services. Willingness to obtain necessary licenses (SIE, Series 63, Series 7)
About Company
We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.
#WHGEN2Compensation details: 120000-120000 Yearly Salary
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