Financial Advisor – Insurance & Investment Expert

New York Life - Central Florida

Financial Advisor – Insurance & Investment Expert

Winter Garden, FL
Full Time
Paid
  • Responsibilities

    We’re seeking an outside sales representative to identify new target buyers and upsell to current customers to achieve sales goals. The ideal candidate is a service-oriented outside sales expert that 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! Responsibilities: • Convert “no” into “yes” by identifying and resolving potential obstacles such as budget, timelines, shareholders, competition, and other pain points • Show our solution to prospects with sales presentations, negotiate deals, and obtain sales contract signatures • Exceed monthly and quarterly revenue expectations and meet sales and lead generating activities goals to ensure future business • Move your sales leads and deals through the sales pipeline efficiently while consistently adding new target buyers into the funnel • Create a competitive analysis, identify industry and product trends, and position our brand as the clear and obvious choice • 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: • Prefer a minimum of 2+ years in outside sales experience • You love talking and meeting with prospects, presenting to them, closing the deal, and asking for referrals • Deadlines and details motivate you to provide exceptional customer service to your prospects, clients, and team alike • High school or equivalent diploma required; industry or product knowledge preferred • A consistent top performer 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 Compensation: $65,000+ at plan

    • 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

  • Compensation
    $65,000 per year