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Winter Garden, FL, United States New York Life Insurance Company Full timeDescription We're seeking an outside sales representative to identify new target buyers and upsell to current customers to achieve sales goals. The ideal candidate is a service-oriented outside sales expert who can prospect, present, and close deals efficiently. If you are looking to combine your communication and prospecting skills with your outside sales...
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Winter Garden, FL, United States New York Life Insurance Company Full timeOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both...
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Licensed Agent Central Florida Life Insurance Professional
2 weeks ago
We’re seeking an outside sales representative to identify new target buyers and upsell to current customers to achieve sales goals. The ideal candidate is a service-oriented outside sales expert that can prospect, present, and close deals efficiently. If you are looking to combine your communication and prospecting skills with your outside sales experience to leverage a more lucrative career in the industry, we want you on our team Responsibilities: • Meet or surpass the monthly quota for sold business and lead requirements/ revenue-generating activities • Use your prospecting and follow-up skills with potential customers online, in-person, or on the phone to uncover potential upsells and new clients • Stay on top of market and industry trends to help educate prospects and clients on how we differentiate ourselves • Identify and pursue sales leads, prospective new clients and move them through the sales pipeline from qualification to close stages • Close the deal after creating, presenting, and negotiating a solution to your prospects • Build and maintain strong client relationships: Establish trust and ongoing communication to understand and support clients’ long-term financial needs. • Assess client needs and recommend appropriate life insurance solutions: Conduct personalized evaluations to match clients with the most suitable policies. • Present and sell life insurance policies effectively: Clearly explain product options, benefits, and terms to help clients make informed decisions. • Assist clients throughout the application and underwriting process: Ensure applications are complete, accurate, and submitted promptly to streamline approvals. • Stay current on industry trends and regulatory requirements: Maintain up-to-date knowledge to ensure compliance and deliver informed guidance. Qualifications: • Team-focused, organized, self-starter with an orientation towards service, detail, problem-solving, and deadlines • Prefer a minimum of 2+ years in outside sales experience • Some industry or product knowledge preferred and a High school diploma is required • Proven track record in sales • Stellar communication, presentation, persuasion, interpersonal, and negotiating skills • Life Insurance license and FINRA investment licenses (e.g., Series 6 or 7), or willingness to obtain them within 60–90 days. • Proven sales and prospecting experience , preferably in insurance or financial services. • Self-starter with strong prospecting and networking abilities. • Excellent communication and interpersonal skills. • Ability to assess client needs and recommend tailored insurance solutions. • Strong organizational and follow-up skills to manage leads and client records. • High level of professionalism, integrity, and ethical standards. • Bilingual abilities are a plus (but not required). Compensation: $65,000+ at plan
• Build and maintain strong client relationships: Establish trust and ongoing communication to understand and support clients’ long-term financial needs. • Assess client needs and recommend appropriate life insurance solutions: Conduct personalized evaluations to match clients with the most suitable policies. • Present and sell life insurance policies effectively: Clearly explain product options, benefits, and terms to help clients make informed decisions. • Assist clients throughout the application and underwriting process: Ensure applications are complete, accurate, and submitted promptly to streamline approvals. • Stay current on industry trends and regulatory requirements: Maintain up-to-date knowledge to ensure compliance and deliver informed guidance.
Compensation:
$65,000 per year
