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Financial Services Representative

2 months ago

Belmar, New Jersey, United States New York Life Full time

Exciting Opportunity for a Career in Insurance Sales

We are seeking a highly motivated and customer-focused Insurance Sales Agent to join our team at New York Life. As a key member of our sales team, you will play a critical role in helping clients discover customized insurance products and services that meet their unique needs.

About the Role

As an Insurance Sales Agent, you will be responsible for:

  • Building Strong Relationships: Develop and maintain strong relationships with clients to understand their financial needs and concerns.
  • Providing Expert Guidance: Offer comprehensive financial planning guidance to help clients prepare for unforeseen circumstances and achieve their long-term financial goals.
  • Cultivating New Business: Identify and pursue new business opportunities to expand our insurance and financial practice.
  • Delivering Exceptional Service: Provide empathetic support to clients during difficult life situations and emphasize the importance of developing enduring client relationships based on trust and consistency.

Requirements

To be successful in this role, you will need:

  • Sales Experience: While sales experience is preferred, it is not required for this role. We are looking for individuals with a strong entrepreneurial mindset and a genuine desire to help families and businesses with their financial needs.
  • Strong Communication Skills: Possess strong written and verbal communication skills to effectively communicate with clients and colleagues.
  • Business Acumen: Demonstrate solid business acumen and a professional demeanor at all times.
  • Perseverance: Show perseverance in overcoming challenges and a willingness to engage with the community and utilize personal networks and contacts to drive business growth.