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Financial Service Professional Acadiana Territory
3 months ago
Life Insurance Agent to Financial Services Professional
New York Life Insurance Company provides insurance and investment products and services, including life insurance, long-term care insurance, and group disability insurance, as well as mutual funds.
Being a Financial Professional offers flexibility and diversity. Whether meeting clients, exploring new markets, or creating proposals, each day presents unique challenges.
Building long-term relationships with clients is rewarding and drives many to succeed in this career.
Success in this role demands time and dedication. Financial Professionals benefit from a flexible schedule and the freedom to select their clients.
What is expected of our Agents?
- Understand clients' financial needs and concerns.
- Educate clients on planning for their financial future.
- Offer tailored solutions to help clients achieve long-term financial goals.
- Cultivate relationships to promote financial security for all family members.
- Build a client base by networking and prospecting.
- Provide support and guidance during difficult life events.
- Focus on establishing trust and long-term connections with clients.
Make an impact in your community.
As a Financial Professional, impact individuals, families, and small businesses positively every day. Help clients navigate complex financial challenges such as retirement planning and college savings.
About New York Life
New York Life, as a mutual company, prioritizes its policy owners over outside investors or Wall Street. This approach enables the company to focus on delivering value to its customers. With over 174 years of experience, New York Life has a strong track record of helping Americans achieve their financial goals.
New York Life is committed to resilience and continued support, regardless of economic conditions.
Responsibilities:
- Process insurance claims and monitor their status.
- Generate new business through networking and marketing strategies.
- Maintain records and paperwork accurately.
- Evaluate clients' insurance needs and financial status to provide personalized experiences.
Qualifications:
- High school diploma or equivalent required, Bachelor's degree preferred.
- Excellent interpersonal and communication skills.
- Proficiency in Microsoft Office.
- Background in health or life insurance industries is a plus.
- Customer service or sales experience is advantageous.
About Company:
New York Life Insurance Company, a Fortune 100 and Fortune 500 company, is the largest mutual insurer in the U.S. With top financial strength ratings, New York Life has a long history of protecting families and helping clients achieve their financial objectives.
