- Maintain CRM sales databases, customer records, and related organizational tools to accurately report progress to monthly and quarterly sales goals
- Implement sales strategies and tactics proven effective in maintaining and growing customer portfolios
- Listen, assist, and educate new and potential clients, assess their priorities and finances, and determine suitable insurance and investment plan options that successfully meet their individual needs
- Develop and deliver risk management strategies for each customer based on their risk profile
- Maintain professional relationships with the clientele and excellent customer service
- Stay abreast of industry protocols and policy changes to ensure fulfillment of all policy requirements and continuing education
- Attend training and obtain relevant licenses in a timely manner
- Consistent communication with the leadership team
- High school diploma required
- Candidates should have basic computer skills and be able to use Microsoft Office programs, including email
- Excellent communication, customer service, analytical, and interpersonal skills
- Candidates must be licensed and/or willing to obtain a Life/Health insurance license, SIE, Series 6, Series 63
- Demonstrate self-discipline in a hybrid work environment
- Bachelor's degree
- Some experience with a CRM or sales lead software is beneficial
- Some experience in a direct sales environment is beneficial
- Zoom proficiency for virtual settings
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Entry Level Financial Advisor - Dallas, United States - New York Life DFW
Description
We are looking for a motivated, enthusiastic individual to join our team as an Entry Level Financial Advisor.This position is located in DFW and is ideal for someone who has knowledge of the financial industry and is eager to learn more.
The successful candidate will provide advice and guidance to customers regarding investments, retirement plans, taxes, insurance, and other financial products.
They will also help customers assess their financial needs, devise an appropriate strategy, and recommend relevant financial solutions. A great attitude and strong communication skills are essential for this role.The right candidate will demonstrate an understanding of the financial services industry and possess a strong desire to learn more.
The successful applicant will be responsible for providing knowledgeable advice to customers concerning investments, pensions, taxes, insurance, and other financial products.
Responsibilities:
Qualifications:
Required:
Preferred:
About Company:
We are among the strongest and most respected financial companies in America today, ranking #72 on the 2022 Fortune 100 list.
New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies such as Standard and Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA).Source:
Independent Third Party Ratings Reports as of 8/19/2022.
For over 77 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
A promise to work with you to build a strong financial future for both you and your clients.
