Insurance Sales Representative

At New York Life, we empower you to make a meaningful impact by helping individuals, families, and businesses secure their financial futures. As a Financial Planner, you'll be at the forefront of providing innovative insurance, investment, and retirement solutions. Your role will involve learning the ropes of financial services, ensuring you're well-equipped to guide clients toward achieving their monetary goals. In our collaborative and growth-oriented culture, you'll have the opportunity to develop professionally while doing what's right for clients and communities. If you have excellent communication skills, a knack for math and analytics, and a passion for smart decision-making, let's build the future together. Join us to grow your career and make a lasting impact—apply today! Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Network with and qualify with prospective clients and explain the features and merits of insurance, investments, and other planning needs. • Develop investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions. • Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts. • Develops long-term relationships with clients and underwriters. • Assist clients with concerns and service issues as needed. • Reach agreed-upon sales targets monthly. Qualifications: • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Interpersonal, communication, and presentation skills. • Driven, motivated, and coachable. • Be willing to help others. • New York Life will pay and cover all expenses for training and the exam. • Sales: 1 year (preferred). Compensation: $120,000

• Network with and qualify with prospective clients and explain the features and merits of insurance, investments, and other planning needs. • Develop investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions. • Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts. • Develops long-term relationships with clients and underwriters. • Assist clients with concerns and service issues as needed. • Reach agreed-upon sales targets monthly.

Compensation:
$120,000 per year