- Create and implement business and marketing plans that will expand your client base
- Secure optional licenses for selling securities and investments products for wealth management and advanced planning
- Help clients achieve their financial goals by presenting a breadth of solutions offered by our competitive suite of products and services
- Hone your knowledge and professional skills by successfully completing the New York Life training curriculum
- Seek and reach out to potential clients to learn about their financial circumstances and goals
- Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers' satisfaction
- Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
- Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
- Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
- Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
- Strong written and verbal communication skills are required to effectively share complex ideas
- Strong business acumen
- Uncompromising integrity and responsibility required
- Sales experience preferred with a growth mindset
- Must be able to engage your community and tap personal networks to identify contacts
- High school diploma or equivalent required; Bachelor's degree preferred
- Basic computer skills with proficiency with Microsoft Office suite are necessary
- Active Life and Health insurance license is a strong bonus
- Previous health insurance or life insurance experience is a plus
- Previous customer service or experience as a sales representative preferred
- Proficiency in Microsoft Office products
- Possesses outstanding interpersonal and communication skills
- Bilingual Speaking (English/Spanish) a plus
- A promise to work with you to build a strong financial future for both you and your clients
- #67 on Fortune 100 in 2020
- Most MDRT members in any United States Mutual Company 2020
- Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA) as of 7/30/20
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Life Insurance Sales Agent - Winter Garden, United States - New York Life - Central Florida
Description
Job Description
Job DescriptionOur 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.If you are searching for an excellent opportunity to grow your career as a life insurance agent, this job is for you We are seeking a highly motivated, self-disciplined candidate interested in helping clients identify and reach their financial goals. Armed with our expansive suite of products and the support of our agents, you will guide individuals, families, and businesses through customized financial strategies. Apply today for a rewarding career in a stable, industry-leading company centered on doing what is right for its customers
Training, Development & Benefits: Our training program extends beyond the virtual and physical classroom, as our agents learn best by doing. Every office has a dedicated sales-support team, consisting of our management team and in-office sales management trainers, who work with agents step-by-step to ensure they've honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the 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 Advisors 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
- 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.
- Source: Individual Third Party Ratings Reports as 7/30/18.
- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see
Our new blended training and development program is designed to work with your schedule and in this type of role that makes all the difference. Our multifaceted system includes:
- In conjunction with in-office trainings; a comprehensive and user-friendly learning experience within New York Life's online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want
- Once established in the career, Fast Track to Management opportunities for qualified professionals
Compensation:
$65,000+ at plan commission
Responsibilities: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.
We have over 175 years of industry success. Some of our accolades include:
