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Insurance Professional
4 weeks ago
We are seeking a skilled Insurance Advisor to join our team at New York Life - Houston General Office. As an Insurance Advisor, you will play a critical role in helping clients achieve their financial goals by providing expert guidance on life insurance products and services.
Key Responsibilities- Conduct client consultations to assess financial goals and insurance needs, and recommend suitable life insurance products.
- Understand and explain New York Life's life insurance offerings and their benefits to clients.
- Build strong client relationships with exceptional service, ongoing support, and personalized financial planning.
- Generate leads, expand your client base, and meet sales targets through prospecting, networking, and sales presentations.
- Utilize New York Life's training and resources to enhance your skills and stay updated on industry trends.
- Adhere to ethical guidelines and best practices to ensure professionalism and client confidentiality.
- Strong interpersonal and communication skills with the ability to establish rapport and trust with clients.
- Self-motivated and driven to achieve sales goals and exceed client expectations.
- Excellent problem-solving abilities and attention to detail.
- Proven ability to work independently and as part of a team.
- Life and Health insurance license (or willingness to obtain one) is preferred.
New York Life Insurance Company (NYL) is one of the largest mutual life insurance companies in the United States. Founded in 1845, NYL prioritizes long-term financial stability and value. The company provides a diverse array of products, including life insurance, retirement planning, investments, and annuities, designed for individuals, families, and businesses.
With nearly two centuries of experience, NYL is recognized for its financial strength, ethical practices, and dedication to client security. It also offers valuable career opportunities, promoting professional growth and development in a supportive setting.
