- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
- Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
- Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
- Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice Qualifications:
- Relationship management skills are required
- Ability to successfully network to prospect new potential clients is a must
- Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity Compensation: $80,000 - $110,000 yearly
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Enterprise Sales Agent
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the ThinkLiveBe team with Keller Williams Realty at the Parks Orlando, United StatesMUST LOVE PEOPLE · If you love helping buyers and sellers but don't love paperwork or running a business a team may be the right fit for you. We're looking for a motivated, dynamic real estate agent to work with clients and customers to achieve their real estate goals. The ThinkL ...
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Hilton Grand Vacations Orlando, United StatesJob DescriptionHGV Now Offers Day One Team Member Benefits · At Hilton Grand Vacations our goal is to make someone's day, every day. We work in an exciting and energetic environment where we help our guests enjoy life at its best by sending them to new corners of the world and gi ...
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Travel + Leisure Co. Orlando, United States Full timeWe Put the World on Vacation · At Travel + Leisure Co., our mission is simple: to put the world on vacation. Our Vacation Ownership business line includes Club Wyndham, WorldMark by Wyndham, Margaritaville Vacation Club, Accor Vacation Club and the brand new Sports Illustrated Re ...
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Reservations Sales Agent Remote
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Travel + Leisure Co. Orlando, United States Full timeWe Put the World on Vacation · At Travel + Leisure Co., our mission is simple: to put the world on vacation. Our Vacation Ownership business line includes Club Wyndham, WorldMark by Wyndham, Margaritaville Vacation Club, Accor Vacation Club and the brand new Sports Illustrated Re ...
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Lexus of Orlando Careers Orlando, United States Permanent, Full time*Join Our Team as an Internal Sales / BDC Associate at Lexus of Orlando* · Lexus of Orlando is an "Elite" local luxury automotive dealership with over 25 years of serving our community. We're dedicated to providing "World Class Service" to our guests, and this mission begins with ...
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Reservations Sales Agent Remote
1 week ago
Travel + Leisure Co Orlando, United States Full timeWe Put the World on Vacation · At Travel + Leisure Co., our mission is simple: to put the world on vacation. Our Vacation Ownership business line includes Club Wyndham, WorldMark by Wyndham, Margaritaville Vacation Club, Accor Vacation Club and the brand new Sports Illustrated ...
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Sales Agent
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Sogno Tours LLC Orlando, United States**Sales Agent** · Orlando, FL, 32809 · - **Sogno Tours**_**, LLC** · Please read the complete job description before applying. · Full-time position, 100% in office. See the specific shift(s) we are hiring for below. · **Are you** a motivated, results-driven overachiever? Do you t ...
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Real Estate Sales Agent
1 week ago
Sundial Real Estate Orlando, United StatesJob Description · Job DescriptionAre you a self-starter with the desire to make a better income? · Do you love helping others and thrive on making their home vision a reality? · If you answered yes to these questions, then we've got a career opportunity for you Our team is growin ...
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Sales Agent
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Coast to Coast Direct Marketing Orlando, United StatesJob Description · Job DescriptionWe market for service oriented businesses, our main focus right now is Excess Telecom. We support their ACP Program, which caters to low-income households and individuals enrolled in any government assistance programs. · We provide them with free ...
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Real Estate Sales Agent
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The Nickley Group Orlando, United StatesJob Description · Job DescriptionJoin the Dynamic Real Estate Market in Orlando with The Nickley Group · Are you eager to dive into Orlando's lively real estate scene? The Nickley Group, Central Florida's top-rated real estate team, is looking for a motivated agent to join our aw ...
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Life Insurance Sales Agent
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New York Life -Orlando Orlando, United StatesJob Description · Job DescriptionPosition: Life Insurance Sales Agent · Location: Orlando, FL, US · Dedicated to establishing strong client partnerships by delivering tailored products and services to meet individual needs · Aspiring to advance in a company that prioritizes cust ...
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Sales Call Center Agent
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Lexus of Orlando Orlando, United StatesJoin Our Team as an Internal Sales / BDC Associate at Lexus of Orlando · Lexus of Orlando is an Elite local luxury automotive dealership with over 25 years of serving our community. Were dedicated to providing "World Class Service" to our guests, and this mission begins with the ...
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The Acquisition Group Orlando, United StatesJob Description · Job DescriptionJoin us at The Acquisition Group and embark on an exhilarating journey towards unlocking your full potential through unwavering dedication and relentless hard work. · In our dynamic environment, we understand the relentless evolution of the sales ...
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Sales Call Center Agent
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Lexus of Orlando Orlando, FL, United StatesJoin Our Team as an Internal Sales / BDC Associate at Lexus of Orlando · Lexus of Orlando is an Elite local luxury automotive dealership with over 25 years of serving our community. We're dedicated to providing "World Class Service" to our guests, and this mission begins with the ...
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Open House Sales Agent
1 week ago
Keller Williams Advantage III Realty Orlando, United StatesJob Description · Job DescriptionReady to Level Up Your Real Estate Game? · Calling all ambitious real estate professionals Are you tired of hosting lackluster open houses that don't lead to sales? It's time to unlock the secrets of successful open houses and propel your career t ...
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Sales Call Center Agent
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Real Estate Commercial Sales Agent
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REMOTE - Licensed Medicare Sales Agent
1 week ago
RemX Orlando, United StatesRemX Staffing is seeking Licensed Health Insurance Agents to work REMOTE for a reputable client of ours. · This is a permanent position. · The candidate MUST have a valid Health Insurance license in the state that they reside in and have participated in at least 1 Annual Enrollm ...
EntryLevel Insurance Sales Agent - Orlando, United States - New York Life
Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term.We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.
Everything we do has one overriding purpose:
to be there when our policy owners need us.
New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives.
Through the comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals.
Training, Support, and Professional Development:
New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele.
New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.About New York Life:
New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S.
life insurer by each of the four major rating companies:
A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)1.
For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world2.
New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser.Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance.
New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performanceSOURCE:
MDRT as of 7/1/ Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19.
For methodology, please see Responsibilities: