Insurance And Investment Consultant

1 week ago

Winter Garden, United States New York Life - Central Florida Full time
Are you a results-oriented and driven sales professional with a proven track record of achieving sales goals? We’re seeking an outside sales representative who can develop a sales strategy to build new and expand current customer relationships. We support our sales team with the tools, training, management, and competitive compensation to ensure your success. Job seekers should be motivated self-starters with superior communications, customer service, and interpersonal skills. If you are looking for a lucrative position, we want to talk to you todayCompensation:

$65,000+ at plan

Responsibilities:
  • Convert “no” into “yes” by identifying and resolving potential obstacles such as budget, timelines, shareholders, competition, and other pain points
  • Create a competitive analysis, identify industry and product trends, and position our brand as the clear and obvious choice
  • Leverage social prospecting and multiple communication channels to find, meet with, and follow-up with potential customers and deal opportunities
  • Close the deal after creating, presenting, and negotiating a solution to your prospects
  • Meet or surpass the monthly quota for sold business and lead requirements/ revenue-generating activities

  • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
  • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
  • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
  • Develop and deliver risk management strategies for each customer based on their risk profile
  • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
Qualifications:
  • Deadlines and details motivate you to provide exceptional customer service to your prospects, clients, and team alike
  • You love talking and meeting with prospects, presenting to them, closing the deal, and asking for referrals
  • Prefer a minimum of 2+ years in outside sales experience
  • High school diploma required and some industry or product knowledge preferred
  • Ability to meet and exceed monthly quota in sales

  • Sales experience preferred – go-getter mindset
  • Strong communication skills, both written and verbal
  • Desire to help others
  • Strong business acumen
  • Perseverance in the face of a challenge
  • Ability to engage your community and leverage personal networks/contacts
  • Bilingual Speaking (English/Spanish) A Plus
About Company

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

We’re proud of the training we offer.

  • Training Magazine’s APEX Award for 2022

We’re proud the be recognized by organizations that also value diversity

  • Latino Leaders: 2022 Best Companies for Latinos to Work For
  • Human Rights Campaign: 2022 Corporate Equality Index
  • Forbes 2022: America’s Best Employers for Diversity

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