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Wealth Management Consultant

2 months ago

Albuquerque, New Mexico, United States New York Life - Albuquerque Region Full time
Job Overview

As a life insurance agent and financial consultant, you will embark on a rewarding career path that offers both personal fulfillment and the potential for significant financial success. This role allows you to make a positive difference in clients' lives by assisting them in securing their financial futures, managing risks, and reaching their individual aspirations.

Compensation:

$50,000

Key Responsibilities:
  • Client Engagement: Conduct consultations with clients to assess their financial objectives, requirements, and personal situations.
  • Insurance Guidance: Recommend appropriate life insurance products and financial solutions tailored to each client's unique circumstances.
  • Policy Sales: Present and facilitate the sale of various life insurance options, including term, whole, and universal policies.
  • Application Support: Assist clients in completing insurance applications and ensure accurate submission of all required documentation.
  • Underwriting Collaboration: Liaise with insurance providers to streamline the underwriting process and resolve any emerging issues.
  • Claims Assistance: Support clients in filing claims and provide guidance throughout the claims journey.
  • Client Education: Inform clients about different insurance products, coverage alternatives, and the advantages of various policies.
  • Ongoing Client Support: Offer continuous assistance to clients, including policy evaluations, updates, and modifications as their needs evolve.
  • Market Awareness: Stay updated on industry trends, new offerings, and regulatory changes to provide informed advice to clients.
  • Regulatory Compliance: Ensure all actions adhere to legal and regulatory standards, including maintaining necessary licenses and certifications.
  • Relationship Development: Cultivate and sustain strong relationships with clients to build trust and encourage long-term loyalty.
  • Sales Performance: Meet or exceed sales goals and performance benchmarks established by the agency.
Qualifications:
  • Effective Communication Skills: Ability to articulate complex insurance concepts clearly to clients.
  • Sales Proficiency: Demonstrated success in selling products and addressing client objections.
  • Empathy and Listening Abilities: Genuine concern for clients' needs and the capacity to comprehend their financial situations and aspirations.
  • Analytical Thinking: Skill in evaluating clients' financial conditions and suggesting appropriate insurance solutions.
  • Attention to Detail: Meticulous in completing applications, managing documentation, and ensuring compliance with regulations.
  • Organizational Skills: Capable of efficiently managing multiple clients and tasks while maintaining accurate records.
  • Self-Driven: Motivated to achieve sales targets and fulfill personal and professional ambitions.
  • Integrity: High ethical standards and professionalism in client interactions and handling sensitive information.
  • Customer-Centric Approach: Commitment to delivering exceptional service and nurturing strong client relationships.
  • Adaptability: Ability to adjust to evolving market conditions and client requirements.
  • Financial Product Knowledge: Familiarity with life insurance offerings and financial planning principles.
  • Licensing and Certification: Possession of relevant state licenses and certifications, or willingness to obtain them.
  • Technological Proficiency: Comfortable using CRM systems, online tools, and other technologies to manage client data and sales processes.
About New York Life - Albuquerque Region

New York Life is dedicated to providing financial security and peace of mind through our comprehensive insurance, annuity, and investment solutions. We uphold integrity and humanity in all our dealings with policyholders, business partners, and each other. With a foundation of confidence and humility, we serve as responsible stewards for the long term, committed to doing the right thing in business and society. Our overarching purpose is to be there for our policyholders when they need us most.