Job Summary
Join our dynamic team as a Financial Professional and become a vital partner in helping clients achieve their financial goals. This role offers an exciting opportunity to leverage your sales expertise, communication skills, and analysis abilities to provide personalized financial solutions. As a key member of our organization, you will engage with diverse clients, offering tailored advice on insurance, investment options, and financial planning strategies. Your energetic approach and multilingual capabilities will help you connect with a broad audience, making a meaningful impact on their financial well-being.
Responsibilities
- Engage in outside sales efforts to identify and develop new client relationships through proactive outreach and community networking
- Conduct comprehensive needs analysis to recommend suitable insurance products, investment plans, and financial services
- Negotiate terms and close sales by clearly communicating benefits and addressing client concerns effectively
- Manage sales administration tasks, including maintaining accurate client records and processing applications efficiently
- Provide exceptional customer service by guiding clients through the sales process and offering ongoing support
- Collaborate with marketing teams to promote financial products and services through targeted campaigns and telemarketing efforts
- Ensure compliance with industry regulations such as HIPAA when handling sensitive client information and benefits administration
How We Compensate You
How we will compensate you You have the power to determine your own income with our commission-based compensation. In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555. Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals, please follow this link https://www. newyorklife.com/careers/financial-professionals/incomeand-benefits.
Requirements
- Proven experience in outside sales, retail sales, or insurance sales with a track record of meeting or exceeding targets
- Strong negotiation skills combined with excellent communication abilities in multiple languages; bilingual proficiency is highly desirable
- Demonstrated analysis skills to assess client needs and develop customized financial solutions
- Familiarity with sales administration processes and customer service best practices
- Ability to conduct telemarketing campaigns ethically while maintaining professionalism at all times
- Knowledge of marketing strategies relevant to financial services and benefits administration
- Exceptional interpersonal skills with the ability to build trust and rapport quickly with diverse clientele
- Experience working within regulatory frameworks such as HIPAA is preferred; training will be provided if necessary
Embark on a rewarding career where your enthusiasm meets your expertise! We’re dedicated to supporting your professional growth while empowering you to make a positive difference in clients’ lives.
Pay: $68,500.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Parental leave
- Vision insurance
Work Location: Hybrid remote in New York, NY 10007
