Life Insurance Financial Specialist

1 day ago


Tampa, Florida, United States New York Life - Tampa Full time
Job Overview

We are seeking a highly skilled Life Insurance Financial Professional to join our team in Tampa, FL. This role involves providing exceptional customer service, meeting sales targets, and demonstrating a deep understanding of our product offerings.

Key Responsibilities
  • Establish and maintain relationships with clients in Tampa, FL, to understand their financial objectives and requirements
  • Conduct thorough market research to identify potential leads for new business opportunities
  • Provide tailored financial solutions to clients based on their specific goals
  • Enhance product and service knowledge through participation in New York Life training programs
  • Obtain necessary licenses to offer securities and investment products for wealth management and advanced planning services
  • Deliver comprehensive information on insurance, annuities, long-term care insurance, and investment options to clients
  • Utilize effective questioning, active listening, and solution presentation techniques to build strong professional relationships with clients
  • Identify and explore new market segments for business growth
  • Present suitable solutions to prospective clients in a clear and professional manner
  • Educate clients on insurance, annuities, long-term care insurance, investment securities, and related offerings
  • Continuously improve expertise through New York Life training courses
Requirements
  • Possess superior communication skills to effectively communicate complex topics
  • Showcase an aptitude for networking and collaborating with various stakeholders
  • Possess an affinity for growth and an experience with sales is beneficial
  • Grand passion for helping others
  • Exhibit a strong sense of self-motivation
  • Display a success-driven attitude
  • Have a cheerful, optimistic demeanor in all situations
  • Adaptable, being able to adjust to the ever-changing environment
  • Open to receiving constructive criticism
  • Have a drive to learn and develop skills
  • Demonstrate an in-depth knowledge of the business
  • Will adhere to the highest ethical standards
  • Possess a valid 2-15 Health Life and Annuity license
  • Be eligible for a SIE, Series 6/7, and 63/65 license
About New York Life

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients' interests and priorities. We have over 170 years of industry success, with notable accolades including:

  • A promise to work with you to build a strong financial future for both you and your clients
  • #71 on Fortune 100 in 2019
  • Most MDRT members in any United States Mutual company 2019
  • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA) as of 7/30/18


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