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Life Insurance Sales Consultant
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At New York Life, our goal is to deliver financial stability and reassurance through our diverse range of insurance, annuity, and investment offerings. We prioritize integrity and compassion in every interaction with our clients, partners, and colleagues. With a foundation of confidence and humility, we are dedicated to long-term stewardship, ensuring we are present for our policyholders when they need us most.
As a dedicated financial service professional, you will have the opportunity to enhance the lives of others while advancing your career. We are committed to equipping you with the tools necessary to present our financial products and services to clients seeking a sustainable path toward a secure financial future.
Training and DevelopmentNew York Life provides an extensive three-year training program, alongside marketing support and assistance with prospecting and technical matters. You will have the chance to collaborate with accomplished agents and managers who will guide you in building a client base. Our organization offers the resources and ongoing support expected from a Fortune 100 company.
- Flexible working hours
- Collaborative projects
- Two-year training initiative
Annual earnings range from $70,000 to $90,000.
Key Responsibilities:- Engage in educational meetings or seminars to assess client risk tolerance and financial goals before providing sound financial guidance.
- Utilize a CRM system to organize each client's financial situation, objectives, cash flow, and monetary expectations for their personalized financial plan.
- Conduct research and offer financial strategies and advice through educational meetings or seminars tailored to client risk tolerance and financial aspirations.
- Employ social media and other marketing tools to identify and cultivate prospects, fostering strong, long-term relationships as a trusted financial service professional.
- Deliver financial recommendations to clients regarding savings plans, life insurance policies, mutual fund investments, and other financial products.
- Design and implement customized financial plans using our range of services, considering each client's unique financial needs and life circumstances.
- Possess a strong ethical foundation and the ability to communicate complex concepts effectively.
- Skilled in expanding networks to uncover potential clients.
- Exhibit exceptional relationship management skills.
- Adept at explaining intricate ideas with integrity.
- Proficient in acquiring new clients through relationship building.
- Strong aptitude for managing client relationships.
- Having a Life and Health license is advantageous.
- A highly competitive spirit is essential.
New York Life values career growth, collaboration, innovation, and inclusivity. We strive to create an environment where employees take pride in being part of a company committed to ethical practices. You will have opportunities for personal and professional development through various resources and programs. Our relationship-driven culture thrives on both virtual and in-person interactions.
