Insurance Professional

5 days ago

Winter Garden, Florida, United States New York Life - Central Florida Full time
About the Role

We are seeking a highly motivated and self-disciplined Insurance Agent to join our team at New York Life - Central Florida. As a key member of our sales team, you will be responsible for developing and implementing marketing and business plans to grow your client base, discussing financial concerns and needs with potential clients, and helping clients achieve their financial goals by presenting a breadth of solutions offered by our competitive suite of products and services.

Responsibilities
  • Develop and employ marketing and business plans to grow your client base
  • Discuss financial concerns and needs with potential clients identified during the prospecting process
  • Help clients achieve their financial goals by presenting a breadth of solutions offered by our competitive suite of products and services
  • Offer high-quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs
  • Hone your knowledge and professional skills by successfully completing the New York Life training curriculum
  • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers' satisfaction
  • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
  • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
  • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
  • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
Qualifications
  • Leverage personal networks and contacts and engage your community to identify prospects
  • Savvy business sense required
  • Experience in sales and implementing growth strategies a plus
  • Uncompromising integrity and responsibility required
  • Strong written and verbal communication skills are required to effectively share complex ideas
  • High school diploma or equivalent required; Bachelor's degree preferred
  • Basic computer skills with proficiency with Microsoft Office suite are necessary
  • Active Life and Health insurance license is a strong bonus
  • Previous health insurance or life insurance experience is a plus
  • Previous customer service or experience as a sales representative preferred
  • Proficiency in Microsoft Office products
  • Possesses outstanding interpersonal and communication skills
  • Bilingual Speaking (English/Spanish) a plus
About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

We're proud of the training we offer.

  • Training Magazine's APEX Award for 2022

We're proud to be recognized by organizations that also value diversity

  • Latino Leaders: 2022 Best Companies for Latinos to Work For
  • Human Rights Campaign: 2022 Corporate Equality Index
  • Forbes 2022: America's Best Employers for Diversity

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