- Close the deal after creating, presenting, and negotiating a solution to your prospects
- Use your prospecting and follow-up skills with potential customers online, in-person, 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
- 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 deadline-oriented self-starter 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
- Expert training
- Supportive management
- Extensive sales and marketing support
- Backed by over 175 years of experience
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Insurance Agent - Houston, United States - New York Life - Houston General Office
Description
Job Description
Job DescriptionWe're seeking an outside sales representative to identify new target buyers and upsell to current customers to achieve sales goals. The ideal candidate is a service-oriented outside sales expert that can prospect, present, and close deals efficiently. If you are looking to combine your communication and prospecting skills with your outside sales experience to leverage a more lucrative career in the industry, we want you on our teamCompensation:$80,000 - $120,000 yearly
Responsibilities: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:
