Life Insurance Sales Professional

4 days ago


Phoenix, Arizona, United States New York Life Full time
About the Role

We are seeking a highly motivated and results-driven Life Insurance Sales Agent to join our team at New York Life. As a Financial Sales Advisor, you will have the opportunity to make a meaningful impact in the lives of individuals, families, and small businesses by providing them with expert guidance on insurance and financial solutions.

Key Responsibilities
  • Develop and implement tailored financial plans using our array of services, considering each client's financial needs and life circumstances.
  • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
  • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
  • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.
Qualifications
  • The ability to understand the needs and financial concerns of clients.
  • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter.
  • Promote customized ways for clients to achieve their long-term financial goals.
  • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
  • Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of the community over time.
  • Ability to successfully network to prospect new potential clients is a must.
  • Must have effective relationship management skills.
  • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required.
About New York Life

New York Life is among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA). We have been recognized as one of the World's Most Admired Companies by Fortune Magazine for 2019.

We offer a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. We provide the resources and ongoing support you would expect from a Fortune 100 company.



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