Entry Level Financial Services Professional

Posted: 08/28/2024

Financial Services and Banking

Qualifications

What we’re looking for

You just bring a strong desire to help others, and proficiency in the following areas:

Listening with empathy
Building relationships
Connecting emotionally
Simplifying complex topics
Educating and leading
Exercising discipline
Previous health insurance or life insurance experience a plus

Previous customer service or experience as a sales representative preferred
Possesses outstanding interpersonal and communication skills
Current Life & Health insurance license is greatly valued
Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus

Description

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a Life Insurance Agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now!

Responsibilities

Ability to understand the needs and financial concerns of clients
Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter
Promote customized ways for clients to achieve their long-term financial goals
Cultivating relationships, with a view to helping every family member or individual pursue financial security
Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
Providing compassion and guidance to clients when unfortunate life circumstances arise
Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over times

Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
Process current policyholders’ insurance claims while monitoring the status of existing insurance claims

About New York Life Insurance Company

Career advancement - Continue to build your own practice or, if qualified, move into management – you choose to pursue the path that interests you. Criteria for management are defined and quantifiable.

• Training – NYLIC University: our comprehensive and well-respected training program.

• Constant support - During and after formal training, you will receive continuous assistance from your manager Responsibilities of Financial Professional – Financial / Insurance – Entry Level Job Requirements and the support team in your office to help you succeed. New York Life offers the opportunity to build your own practice with the support of a Fortune 100 company. On-site trainers and product consultants are available to you, and this is coupled with an entire marketing division within the company located in the Home Office dedicated to providing agents with prospecting and sales ideas, product knowledge, and application — we want our new agents to be successful!

New York Life

Theo Powell

Entry Level Financial Services Professional

New York Life

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