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Financial Professional

Financial Professional

New York Life - West Texas General OfficeLubbock, TX, US
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Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients.

Job seekers must have strong organization skills, attention to detail, and an enthusiastic approach to customer service. If you're interested in an exciting opportunity to become a top-notch insurance sales representative, please apply today!

Compensation :

66,500+ at plan earnings

Responsibilities :

  • Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
  • 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
  • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
  • Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
  • Discuss financial concerns and needs with potential clients identified during the prospecting process
  • Develop and employ marketing and business plans
  • Ensure effective insurance, retirement, and business planning education through an array of service offerings, including high-quality insurance, fixed annuities, long-term care insurance, securities, investments, and more
  • Improve your professional skills and knowledge through the New York Life training curriculum
  • Secure optional licenses for selling securities and investment products for wealth management and advanced planning

Qualifications :

  • Candidates must have or be willing to get an insurance license
  • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
  • Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
  • Basic understanding of sales lead or accounting software is helpful
  • Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
  • High school diploma required; bachelor’s degree a plus
  • Sales experience preferred – enterprising mindset
  • Strong communication skills, both written and verbal
  • Desire to help others
  • Strong business acumen
  • Perseverance in the face of a challenge
  • Ability to engage your community and leverage personal networks / contacts

    • About Company

    New York Life, is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping Americans protect their families and attain financial goals. As a mutual company, we are accountable only to policyholders, not to Wall Street or outside investors. We are focused on long-term success.

  • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

    • New York Life is an Equal Opportunity Employer – M / F / Veteran / Disability / Sexual Orientation / Gender Identity

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    Financial Professional • Lubbock, TX, US