- Conduct thorough consultations with clients to understand their financial goals, assess their insurance needs, and identify suitable life insurance products
- Develop a deep understanding of New York Life's diverse range of life insurance products and effectively communicate their features, benefits, and suitability to clients
- Build and nurture strong relationships with clients by providing exceptional service, actively listening to their needs, and offering ongoing support and guidance throughout their financial journey
- Assist clients in developing personalized financial plans that align with their goals, considering factors such as retirement planning, education funding, estate planning, and long-term care
- Proactively generate leads and expand your client base through various prospecting activities, networking events, and referrals. Actively participate in sales presentations, negotiate terms, and close sales to achieve individual and team targets
- Take advantage of New York Life's robust training programs, mentorship opportunities, and resources to enhance your knowledge, sharpen your sales skills, and stay updated on industry trends
- Adhere to New York Life's ethical guidelines, regulatory requirements, and industry best practices to ensure the highest standards of professionalism and client confidentiality
- Strong interpersonal and communication skills with the ability to establish rapport and trust with clients
- Self-motivated and driven to achieve sales goals and exceed client expectations
- Excellent problem-solving abilities and attention to detail
- Proven ability to work independently and as part of a team
- Life and Health insurance license (or willingness to obtain one) is preferred
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Insurance Advisor - Houston, United States - New York Life - Houston General Office
Description
Job Description
Job DescriptionIf you're a reliable, organized, and thorough business professional looking to launch a new career, we have the opportunity for you We are seeking an inquisitive insurance advisor to join our growing team in exchange for competitive benefits and strong mentorship by one of our high-achieving company leaders.
The ideal candidate is eager to report both to the office and in the field to ensure the smooth resolution of insurance claims disputes and fulfill investigation-related needs required during the claims process. Advancement opportunities await those who apply today
Compensation:$65,000 - $91,000 yearly
Responsibilities:New York Life is a renowned insurance company with a rich history dating back over 175 years. It stands as one of the largest mutual life insurance companies in the United States, consistently demonstrating its commitment to providing financial protection and stability for its policyholders.
New York Life stands out as a prestigious organization where individuals can build meaningful and rewarding careers. Its strong values, focus on employee development, and dedication to making a positive impact in the lives of its policyholders create an environment that fosters personal and professional growth.
