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Insurance Sales Representative

2 months ago

Petersburg, United States Ny Life Full time

Job Summary:

We are seeking a highly motivated and experienced Insurance Sales Agent to join our team at Ny Life in Petersburg, VA. As an Insurance Sales Agent, you will play a critical role in providing comprehensive insurance guidance to individuals, families, and business owners, helping them achieve their short-term and long-term financial goals.

Key Responsibilities:

  • Develop personalized financial plans tailored to meet the unique needs and goals of clients.
  • Guide clients in creating and managing budgets, exploring investment opportunities, and selecting optimal saving and investing strategies.
  • Stay up-to-date on market trends and provide regular updates and reports to clients.
  • Utilize financial tools and software to analyze and recommend suitable investment options for clients.
  • Maintain accurate and detailed records of all client transactions and accounts.

Requirements:

  • A Bachelor's degree in business, finance, or a related field is required.
  • At least 2 years of sales experience is preferred.
  • Excellent communication and interpersonal skills are essential.
  • US Work Authorization is required.