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Financial Professional

Financial Professional

New York Life - AnaheimAnaheim, CA, US
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We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!

Compensation :

75,000 - $115,000 yearly

Responsibilities :

  • Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
  • Remain updated about insurance industry changes that may affect customers in your portfolio
  • Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
  • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
  • Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking

Qualifications :

  • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
  • Basic understanding of sales lead or accounting software is helpful
  • High school diploma required; bachelor’s degree a plus
  • Valid insurance license required or candidates must be willing to get licensed
  • Strong analytical, communication, and interpersonal skills required; customer service experience is a plus

    • About Company

    New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

  • Human Rights Campaign : 2022 Corporate Equality Index, Forbes.
  • 2022 : America’s Best Employers for Diversity.
  • Latino Leaders 2022 Best Companies for Latinos to Work For.
  • We’re proud of the help we’ve provided and continue to provide to clients.
  • 579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
  • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE.
  • Includes term, whole, and universal life.
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