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Financial Advisor

1 month ago

Sugar Land, Texas, United States New York Life Full time

We are seeking a Financial Advisor to join our team in Houston.

New York Life Insurance Company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States and one of the largest life insurers in the world. Our family of companies offers a range of financial products, including life insurance, disability income insurance, retirement income, investments, and long-term care insurance. We have the highest financial strength ratings currently awarded to any U.S. life insurer from all four major credit rating agencies.

Please note that this is a sales position.Key Responsibilities:
  • Meting with clients to assess their insurance needs, financial goals, and risk tolerance, gathering detailed information on their financial situation.
  • Recommending suitable insurance products, explaining options, features, and benefits to help clients make informed decisions.
  • Developing sales strategies, setting objectives, and proactively seeking new clients through networking, community involvement, and lead generation.
  • Guiding clients through the application process, collecting necessary information, completing paperwork, and coordinating with underwriters to ensure smooth policy issuance.
  • Building and maintaining strong client relationships by conducting regular policy reviews and providing ongoing support, adjusting coverage as clients' needs evolve.
  • Adhering to all regulatory requirements, ethical standards, and company policies, ensuring that clients' insurance plans meet legal requirements and uphold confidentiality.
  • Participating in ongoing training to stay informed on industry trends, product updates, and sales techniques, enhancing effectiveness and service quality.
  • Collaborating with other New York Life professionals to provide comprehensive financial solutions.
Qualifications:
  • Prior experience in sales, customer service, or a related field is preferred, with a track record of success in meeting or exceeding goals.
  • Excellent verbal and written communication skills are essential for building relationships with clients and explaining complex insurance products.
  • The ability to listen to clients' needs, assess their financial goals, and recommend suitable insurance products.
  • A strong drive to achieve personal and professional goals, with the ability to work independently and stay motivated.
  • The capacity to assess client needs, evaluate potential risks, and offer tailored solutions.
  • Familiarity with life insurance, annuities, and retirement planning is advantageous, though comprehensive training will be provided.
  • A commitment to adhering to industry regulations, maintaining client confidentiality, and practicing with integrity.
  • A bachelor's degree in business, finance, marketing, or a related field is preferred but not required.
  • A willingness to obtain a state Life & Health insurance license if not already licensed. New York Life provides sponsorship and support for licensing.
  • (Preferred): Fluency in additional languages, such as Spanish, Vietnamese, or Chinese, is a plus for connecting with diverse clients.