Insurance-Based Financial Planner

1 month ago

Winter Garden, United States New York Life - Central Florida Full time
Job DescriptionJob DescriptionWe are currently seeking an excellent outside sales representative who can develop a sales strategy and build and expand buyer relationships to achieve sales goals. You’ll be responsible for seeking out, engaging with, and presenting our solutions to new prospects and current customers. If you have a proven track record of outside selling and are looking for a lucrative outside sales position that provides you with the flexibility, support, and compensation to help you shine, we want to connectCompensation:

$65,000+ at plan

Responsibilities:
  • Secure new deals and target buyers quickly, give them the information they need to envision our brand and close deals efficiently
  • Meet or surpass the monthly quota for sold business and lead requirements/ revenue-generating activities
  • Create a competitive analysis, identify industry and product trends, and position our brand as the clear and obvious choice
  • Qualify prospective customers quickly by fact-finding to identify decision-makers, pain points, competition, budget, timeline, and other potential obstacles
  • Show our solution to prospects with sales presentations, negotiate deals, and obtain sales contract signatures

  • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
  • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
  • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
  • Develop and deliver risk management strategies for each customer based on their risk profile
  • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
Qualifications:
  • Prefer a minimum of 2+ years in outside sales experience
  • Deadlines and details motivate you to provide exceptional customer service to your prospects, clients, and team alike
  • Ability to meet and exceed monthly quota in sales
  • Exceptional negotiating, interpersonal, presentation, persuasion, and communication skills
  • High school or equivalent diploma required; industry or product knowledge preferred

  • Sales experience preferred – go-getter mindset
  • Strong communication skills, both written and verbal
  • Desire to help others
  • Strong business acumen
  • Perseverance in the face of a challenge
  • Ability to engage your community and leverage personal networks/contacts
  • Bilingual Speaking (English/Spanish) A Plus
About Company

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

We’re proud of the training we offer.

  • Training Magazine’s APEX Award for 2022

We’re proud the be recognized by organizations that also value diversity

  • Latino Leaders: 2022 Best Companies for Latinos to Work For
  • Human Rights Campaign: 2022 Corporate Equality Index
  • Forbes 2022: America’s Best Employers for Diversity

  • Financial Planner

    1 week ago

    Winter Garden, United States New York Life - Central Florida Full time

    Job DescriptionJob DescriptionWe’re seeking an outside sales representative with Insurance Expertise to identify new target buyers and upsell to current customers to achieve sales goals. The ideal candidate is a service-oriented outside sales expert who can prospect, present, and close deals efficiently. If you are looking to combine your communication and...

  • Life Insurance Agent

    5 days ago

    Winter Garden, Florida, United States New York Life Full time

    About the RoleWe are seeking a highly motivated and self-disciplined individual to join our team as a Life Insurance Agent - Financial Security Specialist. As a key member of our organization, you will be responsible for developing and delivering risk management strategies that fit the individual profiles of our policyholders.Key ResponsibilitiesContinuously...

  • Planner

    3 weeks ago

    Garden Grove, United States Manpower Full time

    Our client, in the metal finishing industry is seeking a Planner to join their team. As a Planner, you will be supporting the procurement team. Interested? Don't wait... Apply now!   Job Title: Planner (1st Shift) M-F 6am-2:30pm Location: Garden Grove, CA Pay Range: $17.00- $25/hr.   What’s the Job? Review and comprehend specifications to...

  • Planner

    3 months ago

    Garden Grove, United States Manpower Full time

    Job DescriptionJob DescriptionOur client, in the metal finishing industry is seeking a Planner to join their team. As a Planner, you will be supporting the procurement team. Interested? Don't wait... Apply now! Job Title: Planner (1st Shift) M-F 6am-2:30pmLocation: Garden Grove, CAPay Range: $17.00- $25/hr. What’s the Job?Review and comprehend...

  • Insurance Professional

    11 hours ago

    Winter Garden, Florida, United States New York Life Full time

    About the RoleWe are seeking a highly motivated and self-disciplined individual to join our team as a Life Insurance Agent - Financial Security Specialist. As a key member of our organization, you will be responsible for developing and delivering risk management strategies that fit the individual profiles of our policyholders.Key ResponsibilitiesContinuously...

  • Senior Financial Operations Specialist

    2 weeks ago

    Winter Garden, Florida, United States Jobot Full time

    Position: Senior Financial Operations Specialist Location: Remote We are currently seeking a Senior Financial Operations Specialist to become an integral part of our team at Jobot. This is a permanent, full-time role that presents an exciting opportunity to oversee all facets of our financial management. About Us: We are a reputable firm in the Engineering...

  • Insurance Assistant

    1 week ago

    Garden City, United States Brown & Brown Insurance Full time

    Summary:This position provides support to Commercial Lines Account Managers and Producers in maintaining and servicing assigned accounts. Primary responsibility is issuing Certificates of Insurance for Community Associations.Essential duties and functions include the following:Enter data and process daily downloadValidate renewal policies, endorsements, and...

  • Insurance Assistant

    1 week ago

    Garden City, United States Brown & Brown Insurance Full time

    Summary:This position provides support to Commercial Lines Account Managers and Producers in maintaining and servicing assigned accounts. Primary responsibility is issuing Certificates of Insurance for Community Associations.Essential duties and functions include the following:Enter data and process daily downloadValidate renewal policies, endorsements, and...

  • Insurance Sales Consultant

    2 weeks ago

    Winter Garden, Florida, United States New York Life Full time

    New York Life is looking for a motivated Insurance Sales Consultant to engage with potential clients and enhance relationships with existing customers to meet sales objectives. The successful candidate will be a client-focused sales professional capable of identifying opportunities, presenting solutions, and finalizing agreements effectively. If you are...

  • Financial Aid Coordinator

    3 weeks ago

    Winter Garden, United States OCOM Full time

    SUMMARY: Coordinate OCOM’s Office of Financial Aid programs and activities and ensure that assigned financial aid functions fulfill institutional goals and objectives. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provides administrative support to the day-to-day operations of the OCOM Office of Financial Aid and the Office of Student Services. Supports the...

  • Financial Aid Coordinator

    4 weeks ago

    Winter Garden, United States OCOM Full time

    SUMMARY: Coordinate OCOM's Office of Financial Aid programs and activities and ensure that assigned financial aid functions fulfill institutional goals and objectives. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provides administrative support to the day-to-day operations of the OCOM Office of Financial Aid and the Office of Student Services. Support the...

  • Tax Manager

    3 days ago

    Winter Garden, Florida, United States Creative Financial Staffing Full time

    Job Summary:Creative Financial Staffing is seeking an experienced and detail-oriented Senior Tax Accountant to join our team. As a Senior Tax Accountant, you will play a vital role in our tax practice, overseeing a designated book of clients with a total revenue of $300,000.Key Responsibilities:Manage a portfolio of clients with an aggregate revenue of...

  • Financial Aid Coordinator

    4 weeks ago

    Winter Garden, United States OCOM Full time

    Job DescriptionJob DescriptionSUMMARY: Coordinate OCOM’s Office of Financial Aid programs and activities and ensure that assigned financial aid functions fulfill institutional goals and objectives.ESSENTIAL DUTIES AND RESPONSIBILITIES: Provides administrative support to the day-to-day operations of the OCOM Office of Financial Aid and the Office of Student...

  • Financial Aid Coordinator

    4 weeks ago

    Winter Garden, United States OCOM Full time

    Job DescriptionJob DescriptionSUMMARY: Coordinate OCOM’s Office of Financial Aid programs and activities and ensure that assigned financial aid functions fulfill institutional goals and objectives.ESSENTIAL DUTIES AND RESPONSIBILITIES: Provides administrative support to the day-to-day operations of the OCOM Office of Financial Aid and the Office of Student...

  • Insurance Sales Territory Representative

    2 weeks ago

    Winter Garden, Florida, United States New York Life Full time

    We are looking for a dedicated Outside Sales Representative to discover new target markets and enhance relationships with existing clients to meet sales objectives. The ideal candidate will be a customer-focused sales professional capable of prospecting, presenting, and successfully closing sales. If you aim to merge your communication and prospecting...

  • Student Financial Services Specialist

    12 hours ago

    Winter Garden, Florida, United States Orange County Schools Full time

    Job SummaryUnder general direction, the purpose of the position is to perform school-based duties associated with providing guidance and assistance to students applying for financial aid and VA benefits.Key Responsibilities:Counsel students on grant and scholarship eligibility, ensuring they receive the maximum amount of financial assistance available.Assist...

  • Insurance Account Support Specialist

    1 week ago

    Garden City, Michigan, United States Brown & Brown Insurance Full time

    Job Title: Commercial Lines Account Support SpecialistCompany: Brown & Brown InsuranceJob Summary:This role provides critical support to our Commercial Lines Account Managers and Producers in maintaining and servicing assigned accounts. The primary responsibility is issuing Certificates of Insurance for Community Associations.Key Responsibilities:Enter data...

  • Higher Education Financial Assistance Coordinator

    5 days ago

    Winter Garden, Florida, United States Orange County Schools Full time

    Job SummaryUnder general direction, the purpose of the position is to perform school-based duties associated with providing guidance and assistance to students applying for financial aid and VA benefits.Key Responsibilities:Counsel students on grant and scholarship eligibility, ensuring they receive the maximum amount of financial assistance available.Assist...

  • Financial Services Representative State Farm Agent Team Member

    3 months ago

    Winter Garden, United States Craig Martin - State Farm Agent Full time

    Job DescriptionJob DescriptionROLE DESCRIPTION:As a with , you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to...

  • Financial Aid Program Manager

    1 week ago

    Winter Garden, Florida, United States OCOM Full time

    Job OverviewSUMMARY:The Financial Aid Coordinator will oversee the operations of OCOM's financial assistance programs, ensuring that all financial aid activities align with the institution's strategic objectives.KEY RESPONSIBILITIES:Provide administrative support for the daily functions of the Financial Aid Office and Student Services.Ensure compliance with...