Insurance Sales Professional

2 weeks ago


Fredericksburg, Virginia, United States NY LIFE Full time
Job Overview

New York Life is seeking a highly motivated and results-driven Insurance Sales Professional to join our team. As a Financial Services Representative, you will be responsible for assessing clients' financial needs and providing personalized solutions to help them achieve their goals.

Key Responsibilities:

  • Conduct needs assessments to identify clients' financial objectives and develop tailored financial plans
  • Provide expert advice on a range of financial products, including life insurance, annuities, and investments
  • Build and maintain strong relationships with clients through exceptional customer service and communication
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and best practices

Requirements:

  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients
  • Excellent interpersonal and communication skills, with a focus on building trust and rapport with clients
  • Ability to work in a fast-paced environment and meet sales targets
  • Strong knowledge of financial products and services, with a focus on life insurance and annuities

About New York Life:

New York Life is a leading provider of life insurance and annuity products, with a reputation for financial strength and stability. As a mutual company, we are committed to putting our clients' interests first and providing exceptional service and support.



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