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Melville, New York, United States New York Life Full timeJob OverviewWe're seeking a highly skilled Bilingual Financial Services Professional to join our team. As a key member of our financial services team, you will provide expert guidance to clients on their financial goals and objectives.Key Responsibilities:Provide financial planning and advice to clientsDevelop and implement financial strategies to meet...
Financial Services Professional
2 months ago
Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we're looking for you We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organizational skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today
Responsibilities
•Excellent communication skills, customer service, and analytical
•Phone skills
•Prospecting and building relationships with new people
•Entrepreneurial Role
•Willing to continue education
•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
Qualifications
•Candidates must have an insurance license
•Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
•Experience with accounting and or sales lead software is a plus
•Candidates should have basic computer skills and be able to use Microsoft Office programs
•Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
