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Life Insurance Financial Consultant

2 months ago

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

We are seeking a committed Life Insurance Financial Consultant to enhance our operations. This role is centered around delivering exceptional client service, achieving sales objectives, and showcasing extensive knowledge of our product range. The successful candidate will prioritize client satisfaction, provide appropriate advice, and oversee product inventory and presentations. A proactive mindset and strong multitasking abilities are essential for thriving in this fast-paced environment.

Compensation:

$75,000 - $125,000 annually based on performance

Key Responsibilities:
  • Develop and maintain relationships with clients to comprehend their financial goals and needs
  • Conduct comprehensive market analysis to discover potential leads for new business
  • Offer customized financial solutions tailored to clients' specific objectives
  • Enhance product and service knowledge through participation in training programs
  • Acquire necessary licenses to provide securities and investment products for wealth management and advanced planning
  • Deliver detailed information on insurance, annuities, long-term care insurance, and investment options
  • Employ effective questioning, active listening, and solution presentation techniques to cultivate strong professional relationships
  • Identify and pursue new market segments for business expansion
  • Present appropriate 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 enhance expertise through ongoing training courses
Qualifications:
  • Exhibit excellent communication skills to articulate complex topics effectively
  • Demonstrate a talent for networking and collaborating with diverse stakeholders
  • Possess a strong desire for growth; prior sales experience is advantageous
  • Show a genuine passion for assisting others
  • Exhibit a high level of self-motivation
  • Maintain a success-oriented mindset
  • Display a positive and optimistic attitude in all circumstances
  • Be adaptable to a constantly evolving environment
  • Be open to constructive feedback
  • Have a commitment to learning and skill development
  • Demonstrate comprehensive knowledge of the industry
  • Adhere to the highest ethical standards
  • Hold a valid 2-15 Health Life and Annuity license
  • Be eligible for SIE, Series 6/7, and 63/65 licenses
About New York Life

As a mutual company without external investors, New York Life is uniquely positioned to align with our clients' interests and priorities. With over 170 years of industry experience, we have achieved numerous accolades, including:

  • A commitment to collaborate with clients to build a robust financial future
  • Ranked #71 on Fortune 100
  • Leading in the number of MDRT members among U.S. mutual companies
  • Highest financial strength ratings awarded to any life insurer by Standard & Poor's (AA+), A.M. Best (A++), Moody's (Aaa), and Fitch (AAA)