Entry-level Insurance Agent
3 weeks ago
New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives. Through the comprehensive array of financial solutions and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals.
New York Life offers a comprehensive paid training program, marketing support, and prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
Responsibilities include securing the necessary insurance and financial licenses, proficiency with computers, findamental professionalism, good interpersonal and relational skills, and the ability to learn rapidly.
Responsibilities
•Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
•Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
•Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
•Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
•Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
Qualifications
•Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
•Strong relationship management skills and/or experience required
•Ability to successfully network to prospect new potential clients is a must
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