Financial Sales Professional Lake Charles Territory

Job Description

Job Description

• This position is located in Lake Charles, LA. Relocation or commute required

About New York Life

As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the 2019 Fortune 500 list. New York Life is the Largest Mutual Insurer in the U.S. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies : A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+). We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals.

That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans : from the Civil War to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners and future generations.

New York Life Insurance Company is an equal opportunity employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity

SMRU 1827565 Exp 7 / 1 / 2020

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Compensation

$89,000 - $120,000 yearly

New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as mutual funds.

Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Whether you’re out meeting with clients, working in a new market, or putting together a proposal for a client, every day is different. Building and maintaining long-term relationships with clients is one of the most rewarding aspects of being a Financial Professional, and it’s the reason why many people enter and stay in the career.

Starting any new position takes a lot of time and commitment. This career is no different. Success in anything worthwhile requires focus and dedication. Many of our Financial Professionals work hard because they understand that some of the benefits of this career are a flexible schedule as well as the ability to choose the clients they work with.

What is expected of our Agents?

The ability to understand the needs and financial concerns of clients.

Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events / circumstances they may encounter.

Promote customized ways for clients to achieve their long-term financial goals.

Cultivate relationships and help every family member or individual pursue financial security.

Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.

Provide compassion and guidance to clients when unfortunate life circumstances arise.

Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of the community over time.

Make an impact in your community.

As a Financial Professional, you’ll have the opportunity each day to see how you impact individuals, families, and small businesses for the better. You’ll help clients navigate challenges that many of them find complex and confusing such as preparing for retirement, saving for college, and other issues that significantly impact their lifestyle.

We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies : Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For over 60 years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Responsibilities

Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies

Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business

Aid policyholders with the insurance claims process while supervising the progress of current insurance claims

Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date

Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience

Qualifications

Must be licensed in Louisiana

Must have graduated high school or received GED, a Bachelor’s degree is desired

Familiarity with the Microsoft Office suite

Previous customer service or experience as a sales representative preferred

Previous health insurance or life insurance experience a plus

Current Life & Health insurance license is greatly valued

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