Sales and Service Representatives

1 day ago


Houston, Texas, United States New York Life - Houston Full time

Overview:

New York Life Insurance Company is a leading provider of life insurance, disability income insurance, retirement income, investments, and long-term care insurance. Our team in Houston is seeking a Sales and Service Representative to join our ranks.

About the Role:

This role involves meeting with clients to assess their insurance needs, financial goals, and risk tolerance, gathering detailed information on their financial situation. You will be responsible for recommending suitable insurance products from New York Life's portfolio, explaining options, features, and benefits to help clients make informed decisions.

Key Responsibilities:

  • Meet with clients to gather information about their financial situations and assess their insurance needs.
  • 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.

Requirements:

  • 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.

Estimated Salary:$65,000 - $85,000 per year, depending on experience.



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