Financial Professional

Job Description

Job Description

Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients. Job seekers must have strong organizational skills, attention to detail, and an enthusiastic approach to customer service. If you're interested in an exciting opportunity to become a top-notch insurance sales representative, please apply today!

Compensation:

$68,500 - $120,000 yearly

Responsibilities:

• Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
• Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied

What You'll Do

• Build relationships and grow a client base through networking and referrals
• Help clients make informed financial decisions
• Create customized strategies for protection, retirement, and wealth accumulation
• Continue developing your skills through training and professional development

Qualifications:

• Experience using accounting or sales-related software is beneficial
• Fundamental computer skills such as experience with Microsoft Office
• Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
• Job seekers must already have or be willing to get an insurance license
• High school diploma necessary; college degree a bonus

What We're Looking For:

• Bachelor’s degree
• Sales experience preferred – enterprising mindset
• Strong communication skills, both written and verbal
• Self-motivated individuals
• Strong communicators who enjoy helping others
• Coachable professionals with a growth mindset
• People seeking a long-term career with upside potential
• Must live in the Lubbock area

About Company

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 Americans protect their families and attain financial goals. As a mutual company, we are accountable only to policyholders, not to Wall Street or outside investors. We are focused on long-term success. 

• Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity