Financial Professional

Description

Are you a motivated people person looking for the chance to break into a new industry? If the answer is "yes", we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients. Job seekers must have strong organization skills, attention to detail, and an enthusiastic approach to customer service. If you're interested in an exciting opportunity to become a top-notch insurance sales representative, please apply today!

Responsibilities

• Discuss financial concerns and needs with potential clients identified during the prospecting process
• Develop and employ marketing and business plans
• Ensure effective insurance, retirement, and business planning education through an array of service offerings, including high-quality insurance, fixed annuities, long-term care insurance, securities, investments, and more
• Improve your professional skills and knowledge through the New York Life training curriculum
• Secure optional licenses for selling securities and investment products for wealth management and advanced planning
• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
• Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
• Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders

Qualifications