Licensed Insurance Sales Agent
New York Life
Description Join us at NYL - Matthews as an Experienced Sales Advisor, where you'll empower clients to achieve their financial dreams. Your expertise will be crucial in crafting strategies that build lasting, trusting relationships, fostering our mission of long-term client success. With over 175 years of history, New York Life stands as a trusted partner in the insurance industry, offering stability and innovation that keep us at the forefront.
As part of our team, you'll be backed by a Fortune 100 company, committed to your growth and development. We value diversity and inclusion, ensuring a supportive, welcoming environment for all. Bring your proven track record and exceptional communication skills to a place where your contributions truly matter. Ready to make an impact? Responsibilities • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor Qualifications • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Requires a Bachelor's degree in finance, business administration, or related field
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
As part of our team, you'll be backed by a Fortune 100 company, committed to your growth and development. We value diversity and inclusion, ensuring a supportive, welcoming environment for all. Bring your proven track record and exceptional communication skills to a place where your contributions truly matter. Ready to make an impact? Responsibilities • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor Qualifications • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Requires a Bachelor's degree in finance, business administration, or related field
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
Vacancy posted 20 hours ago
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