Insurance Sales Agent

6 days ago


Bridgewater, Massachusetts, United States NYL - Patrick Piscitelli Full time
About the Role

We are seeking a highly motivated and experienced Insurance Sales Agent to join our team at NYL - Patrick Piscitelli. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building strong relationships with clients, and providing expert advice on our range of financial products and services.

Key Responsibilities
  • Develop and execute business plans to expand our sales volume and help create new sales goals
  • Identify new sales opportunities, emerging markets, and lead-generation programs to keep us growing
  • Build and execute business plans to expand our sales volume and help create new sales goals
  • Aid Agents in presenting client solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds
  • Transition into management as an Associate Partner once you have achieved the program requirements
  • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals
  • Select, hire, and grow your financial professional's team as an associate partner
  • Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program
  • Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
  • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
  • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
Requirements
  • 3-5 years of experience in insurance or investment sales management as a sales executive or in a leadership role in the sales department
  • Exemplary communication skills, leadership skills, and analytical skills
  • Proven track record of sales success
  • Experience in the financial services industry and/or insurance industry is required
  • Sales experience needed
What We Offer

We offer a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

We are an Equal Opportunity Employer M/F/D/V. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.



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