Licensed Insurance Rep

4 weeks ago

Tampa, United States NYL-Jian Guan Full time
Job DescriptionJob Description

Insurance and Financial Service Professional

We are searching for a qualified Insurance Adviser to join our team in Tampa, FL, US. The perfect applicant should have a solid track record of providing financial advice to clients. This individual should have admirable communication, customer service, and organizational skills. They must also be highly knowledgeable in financial processes and can assess data and risk. The Insurance Adviser will be responsible for the creation of Insurance financial plans for customers, keeping an eye on the markets, and giving investment advice and guidance.

Qualified candidates are also able to enroll in The American College for professional designation

Compensation:

150,000

Responsibilities:

  • Establish and nurture strong relationships with clients, offering financial advice and guidance tailored to their needs
  • Gather personal financial information and the necessary documentation to craft personalized financial plans
  • Utilize various marketing tools to identify and attract qualified prospects effectively
  • Implement proactive strategies, including social media initiatives, to engage with clients
  • Leverage cutting-edge technology and expert guidance to deliver beneficial financial solutions
  • Engage in field development systems to enhance outreach and prospecting efforts
  • Receive weekly activities stipend payout
  • Benefit from monthly training and expense allowances to support continuous development
  • Hone skills and expertise in prospecting effectively
Qualifications:

People who want to make a lasting impact on the financial well-being of individuals, families, and small businesses.

  • Strong relationship management skills and experience required
  • The ability to successfully network to prospect new potential clients is a must
  • Bilingual preferred. But not necessary
  • The candidate must be an accomplished communicator with strong verbal and written skills
  • Networking, event skills
  • People person, able to connect and build relationships with client
  • simply willing to work hard and strike for excellence
  • Outreach, field prospecting activities
About Company

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 the long-term success of our clients.


We’re proud of our financial strength.

• A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s)

We’re proud of the training we offer.

• Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity.

• Human Rights Campaign: 2022 Corporate Equality Index

• Forbes 2022: America’s Best Employers for Diversity

• Latino Leaders 2022 Best Companies for Latinos to Work For

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