Job title: New York Life Financial Services Representative

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Company: New York Life

Job description: Full Job Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth into a Partner role and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you’re dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Responsibilities:

• Utilize sales/CRM databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• Maintain consistent quality customer service
• Educate and consult new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
• Develop and deliver risk management strategies for each customer based on their risk profile
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance claims to ensure mutual satisfaction

Qualifications:

• Candidate must be an accomplished communicator with strong verbal and written skills
• Prior sales and/or business experience preferred but not necessary
• Go-getter mindset
• Strong desire to help others
• It is also a plus if you have strong interpersonal management skills, are a self-starter, and are capable of working individually as well as in a team environment

About Company
We are among the strongest and most respected financial companies in America today, ranking #73 on the 2020 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 9/12/2019. For over 66 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

#71 on Fortune 100 in 2019. 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 7/30/18

Job Type: Full-time

Pay: $90,000.00 – $91,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: Multiple Locations

Expected salary: $90000 – 91000 per year

Location: Fort Worth, TX

Job date: Sun, 04 Sep 2022 22:13:59 GMT

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