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Insurance Sales Professional

4 weeks ago

Bridgewater, Massachusetts, United States NYL - Patrick Piscitelli Full time
About NYL - Patrick Piscitelli

New York Life is a leading financial services company that provides insurance, annuity, and investment solutions to individuals and businesses. We are committed to providing financial security and peace of mind to our policy owners, business partners, and one another.

Job Summary

We are seeking a highly motivated and experienced sales executive to join our team as a Financial Services Manager. The successful candidate will be responsible for leading and motivating our sales team, identifying new sales opportunities, and building and executing business plans to expand our sales volume.

Responsibilities
  • Lead and motivate our sales team by setting sales plans, identifying individual sales targets, and overseeing training programs.
  • Coach and counsel sales team members, evaluate their performance, and offer suggestions for improvement.
  • Identify new sales opportunities, emerging markets, and lead-generation programs to keep us growing.
  • Build and execute business plans to expand our sales volume and help create new sales goals.
  • Aid agents in presenting client solutions using a comprehensive array of our financial products and services.
  • Transition into management as an Associate Partner once you have achieved the program requirements.
  • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals.
  • Select, hire, and grow your financial professional's team as an Associate Partner.
  • Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program.
  • Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.
  • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice.
  • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
  • Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer.
Qualifications
  • 3-5 years of experience in insurance or investment sales management as a sales executive or in a leadership role in the sales department.
  • Exemplary communication skills, leadership skills, and analytical skills.
  • Proven track record of sales success.
  • Experience in the financial services industry and/or insurance industry is required.
  • Sales experience needed.
  • Experience in the financial services industry and/or insurance industry is required.

If you are highly motivated, goal-oriented, a strong communicator, organized, and seeking a rewarding and challenging career, we would like to learn more about you.

Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity. Relationship management skills are required. Must have the ability to successfully network and prospect for new clients.