Insurance Consultant

2 weeks ago


Houston, United States New York Life - Houston General Office Full time

**Compensation**:
$65,000 - $90,000 yearly

**Responsibilities**:

- Cultivating and managing client relationships, comprehending their financial goals, evaluating insurance requirements, and delivering personalized recommendations
- Conducting thorough financial analyses of clients' present circumstances, encompassing income, assets, liabilities, and future aspirations, to identify suitable insurance solutions
- Crafting tailored insurance strategies for clients based on their specific needs and risk tolerance, encompassing life insurance, disability insurance, long-term care insurance, or annuities
- Presenting and elucidating insurance policy options to clients, elucidating their attributes, advantages, and costs, while supporting clients in making well-informed decisions that align with their goals
- Collaborating closely with colleagues, including underwriters, financial advisors, and legal professionals, to offer comprehensive financial planning solutions to clients
- Staying abreast of industry trends, emerging insurance products, and regulatory changes to provide current advice and maintain a competitive edge in the market

**Qualifications**:

- While a bachelor's degree in finance, business, economics, or a related field is often preferred, it's not mandatory
- Sales and Customer Service Skills: Strong sales and customer service experience, along with excellent communication and interpersonal skills, are valuable in building relationships with clients and effectively promoting insurance products
- Teamwork and Collaboration: The ability to collaborate effectively with colleagues and work as part of a team to provide comprehensive solutions to clients

**About Company**
New York Life is a renowned insurance company with a rich history dating back over 175 years. It stands as one of the largest mutual life insurance companies in the United States, consistently demonstrating its commitment to providing financial protection and stability for its policyholders.

New York Life stands out as a prestigious organization where individuals can build meaningful and rewarding careers. Its strong values, focus on employee development, and dedication to making a positive impact in the lives of its policyholders create an environment that fosters personal and professional growth.



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