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Insurance and Financial Services Sales Representative
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We are seeking a highly motivated and experienced Insurance and Financial Products Sales Agent to join our team at New York Life. As a key member of our sales team, you will be responsible for generating new leads, fostering client relationships, and finalizing transactions.
Key Responsibilities- Sales Performance: Achieve and surpass sales targets by engaging with new and existing clients, providing customized life insurance solutions that align with clients' financial goals.
- Client Relationship Management: Develop and maintain strong relationships with clients, providing exceptional customer service and support throughout the sales process.
- Team Development: Deliver comprehensive training and mentorship to enhance team members' knowledge of the insurance and financial services industry.
- Financial Planning: Develop personalized long-term financial plans that reflect clients' financial aspirations, utilizing your expertise in life insurance and financial services.
- Leadership and Support: Provide encouragement and support to the team during challenging periods, offering incentives and assistance to drive success.
- Education and Experience: A university degree and previous experience in the insurance or finance industries are mandatory qualifications for this role.
- Attitude and Skills: An enthusiastic attitude towards establishing a thriving career in the finance sector, effective communication skills, and strong leadership qualities are essential for success in this position.
- Decision-Making and Proactivity: Proactivity and confident decision-making skills are crucial characteristics for this role, as you will be responsible for making informed decisions that drive business growth.
- Client Focus: Enjoyment in fostering client relationships to assist them in making well-informed financial decisions is a vital attribute for this position.
- Goal-Oriented: Demonstrating a determined and assertive approach when pursuing goals is highly esteemed in this role, as you will be responsible for driving sales performance and business growth.
