Job Description
$65,000+ at plan
Responsibilities:- Use your prospecting and follow-up skills with potential customers online, in-person, or on the phone to uncover potential upsells and new clients
- Pinpoint and overcome potential obstacles such as competition, pain points, budgets, and timelines by qualifying your prospective customers quickly and thoroughly
- Secure new deals and target buyers quickly, give them the information they need to envision our brand and close deals efficiently
- Stay on top of market and industry trends to help educate prospects and clients on how we differentiate ourselves
- Close the deal after creating, presenting, and negotiating a solution to your prospects
- 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
- 2 years of outside sales experience or related marketing experience
- Some industry or product knowledge preferred and a High school diploma is required
- Team-focused, organized, self-starter with an orientation towards service, detail, problem-solving, and deadlines
- Exceptional negotiating, interpersonal, presentation, persuasion, and communication skills
- Ability to meet and exceed monthly quota in sales
- 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
Our Mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.
We have over 175 years of industry success. Some of our accolades include:
- A promise to work with you to build a strong financial future for both you and your clients
- #67 on Fortune 100 in 2020
- Most MDRT members in any United States Mutual Company 2020
- Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/20