New York Life is seeking a Life Insurance Sales Agent in Jacksonville, FL, to expand their client base and offer retirement and investment planning services. The role aims to grow the team's expertise in life insurance and financial services.
Requirements
- Must be able to study for and obtain the Florida Insurance License (2-15) as well as investment licensing
Responsibilities
- Prospect, build, and maintain strong connections with both new and existing clients in Jacksonville, FL, consistently surpassing sales targets.
- Tailor life insurance solutions to match clients' financial objectives after conducting a thorough assessment of their needs.
- Expand the team's knowledge of the life insurance and financial services sector through comprehensive training and mentorship initiatives.
- Create personalized long-term financial strategies that resonate with clients' financial goals based on your expertise.
- Master New York Life systems and delivery channels.
- Attend training opportunities and classes.
Other
- Seeking out new clients, listening to their needs and goals, and placing them in products (sales cycle).
- Superior prospecting skills are essential for success in this role.
- Proven track record of goal achievement and a strong focus on delivering exceptional customer service and sales.
- Excellent communication skills and effective leadership qualities are essential for effectively guiding and inspiring a team in this role.
- Proactive decision-making abilities and a confident attitude are crucial attributes needed for success in this position.
- Ability to network in the community to prospect for potential clients is critical
- Building and maintaining client relationships to assist them in making well-informed financial decisions are core responsibilities of this role.
- Showing persistence and assertiveness in achieving goals is the standard for this particular opportunity.
- A business mindset is crucial
- Thrives in a team environment.
- Enjoys being coached and mentored as well as mentoring others.
- Must be a self-started with an entrepreneurial mindset
- Willing to work for yourself but not by yourself - with the support of a Fortune 100 company - New York Life.
- Hybrid Opportunity
- Health/vision/dental
- 401(k) matching
- Outstanding company culture
- Training/education
