Insurance Agent - Houston, United States - New York Life - Houston General Office

New York Life - Houston General Office

Verified Company

Houston, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

$80,000 - $120,000 yearly

Responsibilities:

Close the deal after creating, presenting, and negotiating a solution to your prospects
Use your prospecting and followup skills with potential customers online, inperson, or on the phone to uncover potential upsells and new clients
Secure new deals and target buyers quickly, give them the information they need to envision our brand and close deals efficiently
Pinpoint and overcome potential obstacles such as competition, pain points, budgets, and timelines by qualifying your prospective customers quickly and thoroughly
Position us as the clear and obvious choice in our market through competitive analysis and product trends
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
Customize financial plans for each client based on potential life changes and changing financial needs
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications:

At least 2 years of outside sales experience preferred
Stellar communication, presentation, persuasion, interpersonal, and negotiating skills
Some industry or product knowledge preferred and a High school diploma is required
You are an organized, detail and deadlineoriented selfstarter who loves contributing your team's goals
A consistent top performer in sales
Superior relationship skills, communication skills, and customer service skills are necessary
Entrepreneurial mindset
Relevant knowledge of the financial industry, financial products, and best practices is preferred
Experience in sales & finance is helpful but not required

About Company
Our goal is to help driven, ambitious people fulfill their potential.

Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company.

Become your own boss, and discover how satisfying it can be to shape your own practice and strengthen your community.

New York Life holds the highest financial strength ratings currently awarded.

With New York Life, you're in business for yourself, not by yourself.

As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company.

We'll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: