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Entry-Level Insurance Sales Representative

2 months ago

Fargo, North Dakota, United States New York Life Full time
About the Role

We are seeking a highly motivated and dedicated individual to join our team as an Entry-Level Life Insurance Sales Agent. As a sales professional, you will be responsible for building strong relationships with clients, understanding their financial goals, and providing tailored solutions to meet their needs.

Key Responsibilities
  • Participate in educational meetings or seminars to research and provide sound financial advice to clients.
  • Use a CRM to organize client financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.
  • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives.
  • Implement marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.
  • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.
  • Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances.
Requirements
  • Must have a strong ethical foundation and demonstrate the ability to communicate complex ideas effectively.
  • Proficient in expanding networks to discover potential clients.
  • Demonstrates exceptional skills in managing relationships.
  • Capable of explaining intricate concepts with integrity.
  • Skilled in acquiring new clients through building connections.
  • Strong aptitude for relationship management.
  • Possession of a Life and Health license would be beneficial.
  • Highly competitive nature is a must.
About New York Life

New York Life is a respected and firmly rooted company that empowers you to shape the future under our expert guidance. We offer comprehensive training programs, free licensing, mentorship from experienced professionals, access to cutting-edge sales and marketing tools, and participation in industry events. With New York Life as your partner, you have the resources and backing necessary to thrive as a proficient agent and build a lasting career.