EntryLevel Insurance Sales Agent
New York Life - Robert Rice, New Windsor, NY, United States
Overview
Join New York Life as a financial service professional providing financial advice and solutions to clients. The role focuses on helping clients pursue a sound financial future using our financial products and services. The position includes training, marketing support, prospecting and technical assistance to develop a clientele.
Responsibilities
Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances
Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
Qualifications
Ability to successfully network to prospect new potential clients is a must
Relationship management skills are required
Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
Compensation
$120,000 per year
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Join New York Life as a financial service professional providing financial advice and solutions to clients. The role focuses on helping clients pursue a sound financial future using our financial products and services. The position includes training, marketing support, prospecting and technical assistance to develop a clientele.
Responsibilities
Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances
Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
Qualifications
Ability to successfully network to prospect new potential clients is a must
Relationship management skills are required
Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
Compensation
$120,000 per year
#J-18808-Ljbffr