Senior Insurance Sales Consultant

2 days ago


Houston, Texas, United States New York Life Full time

Job Title: Senior Insurance Sales Consultant

About the Role:

We are seeking a motivated and experienced sales professional to join our team as a Senior Insurance Sales Consultant. In this role, you will be responsible for identifying and converting sales leads for insurance policies while overseeing a robust portfolio of clients.

Responsibilities:

  • Meet with clients to assess their insurance needs, financial goals, and risk tolerance, gathering detailed information on their financial situation.
  • Recommend suitable insurance products from New York Life's portfolio, explaining options, features, and benefits to help clients make informed decisions.
  • Develop sales strategies, set objectives, and proactively seek new clients through networking, community involvement, and lead generation.
  • Guide clients through the application process, collect necessary information, complete paperwork, and coordinate with underwriters to ensure smooth policy issuance.
  • Build and maintain strong client relationships by conducting regular policy reviews and providing ongoing support, adjusting coverage as clients' needs evolve.
  • Adhere to all regulatory requirements, ethical standards, and company policies, ensuring that clients' insurance plans meet legal requirements and uphold confidentiality.
  • Participate in ongoing training to stay informed on industry trends, product updates, and sales techniques, enhancing effectiveness and service quality.

Qualifications:

  • Prior experience in sales, customer service, or a related field is preferred, with a track record of success in meeting or exceeding goals.
  • Excellent verbal and written communication skills are essential for building relationships with clients and explaining complex insurance products.
  • Ability to listen to clients' needs, assess their financial goals, and recommend suitable insurance products.
  • Strong drive to achieve personal and professional goals with the ability to work independently and stay motivated.
  • Capacity to assess client needs, evaluate potential risks, and offer tailored solutions.
  • Familiarity with life insurance, annuities, and retirement planning is advantageous, though comprehensive training will be provided.
  • Commitment to adhering to industry regulations, maintaining client confidentiality, and practicing with integrity.
  • A bachelor's degree in business, finance, marketing, or a related field is preferred but not required.
  • Must be willing to obtain a state Life & Health insurance license if not already licensed. New York Life provides sponsorship and support for licensing.
  • (Preferred): Fluency in additional languages, such as Spanish, Vietnamese, or Chinese, is a plus for connecting with diverse clients.

Salary Range: $60,000 - $80,000 per year, depending on experience.

Location: New York City, NY



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