Life Insurance Financial Professional

4 weeks ago


Tampa FL USA, United States New York Life Full time
Life Insurance Financial Professional

We are seeking a dedicated Life Insurance Financial Professional to join our team at New York Life. This role involves providing exceptional customer service, meeting sales targets, and demonstrating a deep understanding of our product offerings.

Key Responsibilities:

  • Establish and nurture relationships with clients to understand their financial objectives and requirements
  • Conduct thorough market research to identify potential leads for new business opportunities
  • Provide tailored financial solutions to clients based on their specific goals
  • Enhance product and service knowledge through participation in New York Life training programs
  • Obtain necessary licenses to offer securities and investment products for wealth management and advanced planning services
  • Deliver comprehensive information on insurance, annuities, long-term care insurance, and investment options to clients
  • Utilize effective questioning, active listening, and solution presentation techniques to build strong professional relationships with clients
  • Identify and explore new market segments for business growth
  • Present suitable solutions to prospective clients in a clear and professional manner
  • Educate clients on insurance, annuities, long-term care insurance, investment securities, and related offerings
  • Continuously improve expertise through New York Life training courses

Qualifications:

  • Possess superior communication skills to effectively communicate complex topics
  • Showcase an aptitude for networking and collaborating with various stakeholders
  • Possess an affinity for growth and an experience with sales is beneficial
  • Grand passion for helping others
  • Exhibit a strong sense of self-motivation
  • Display a success-driven attitude
  • Have a cheerful, optimistic demeanor in all situations
  • Adaptable, being able to adjust to the ever-changing environment
  • Open to receiving constructive criticism
  • Have a drive to learn and develop skills
  • Demonstrate an in-depth knowledge of the business
  • Will adhere to the highest ethical standards
  • Possess a valid 2-15 Health Life and Annuity license
  • Be eligible for a SIE, Series 6/7, and 63/65 license


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