Financial Planner

We’re seeking an outside sales representative with Insurance Expertise to identify new target buyers and upsell to current customers to achieve sales goals.

The ideal candidate is a service-oriented outside sales expert who can prospect, present, and close deals efficiently. If you are looking to combine your communication and prospecting skills with your outside sales experience to leverage a more lucrative career in the industry, we want you on our team!

Compensation : $65,000+ at plan

$65,000+ at plan

Responsibilities :

• Secure new deals and target buyers quickly, give them the information they need to envision our brand and close deals efficiently
• Show our solution to prospects with sales presentations, negotiate deals, and obtain sales contract signatures
• Surpass goals for monthly revenue expectations and lead or sales-generating activities
• Position us as the clear and obvious choice in our market through competitive analysis and product trends
• Initiate outgoing cold calling and emailing to potential customers, schedule in-person sales appointments, and follow up on client requests for information
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• Spend time listening to 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, and monitor insurance claims to ensure mutual satisfaction

Qualifications :

• Some industry or product knowledge preferred and a High school diploma is required
• Ability to meet and exceed monthly quota in sales
• You love talking and meeting with prospects, presenting to them, closing the deal, and asking for referrals
• At least 2 years of outside sales experience preferred
• Team-focused, organized, self-starter with an orientation towards service, detail, problem-solving, and deadlines
• Sales experience preferred go-getter 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
• Bilingual Speaking (English / Spanish) A Plus

About Company

About New York Life

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 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 long-term success for our clients.

To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

We’re proud of the training we offer.

Training Magazine’s APEX Award for 2022

We’re proud the be recognized by organizations that also value diversity

• Latino Leaders : 2022 Best Companies for Latinos to Work For
• Human Rights Campaign : 2022 Corporate Equality Index
• Forbes 2022 : America’s Best Employers for Diversity
11 days ago