Life Insurance Agent

New York Life - Tampa

Life Insurance Agent

Tampa, FL
Full Time
Paid
  • Responsibilities

    We are looking for a dedicated Life Insurance Financial Professional to join our team in Tampa, FL. This position involves providing top-notch customer service, meeting sales targets, and demonstrating a deep knowledge of our product offerings. The ideal candidate will focus on client satisfaction, offer appropriate guidance, and manage product inventory and displays. A can-do attitude and strong multitasking skills are crucial for excelling in this dynamic position. Responsibilities: • Build and maintain strong relationships with clients in Tampa, FL, to understand their financial goals and needs • Perform in-depth market research to identify potential leads for expanding the business • Tailor financial solutions to clients based on their individual objectives • Enhance knowledge of products and services through participation in New York Life training programs • Acquire necessary licenses to offer wealth management and advanced planning services • Provide detailed information on insurance, annuities, long-term care insurance, and investment options to clients • Use effective questioning and active listening techniques to establish rapport with clients • Identify and tap into new market segments to drive business growth • Present appropriate solutions to potential clients in a professional manner • Educate clients on insurance, annuities, long-term care insurance, and investment securities • Continuously improve expertise through ongoing New York Life training courses Qualifications: • Excellent communication skills are essential for effectively conveying complex topics to clients. • Building relationships and collaborating with various stakeholders in Tampa, FL, is a key aspect of the role. • Experience in sales is advantageous, showcasing an affinity for growth within the industry. • A genuine passion for assisting others is a fundamental quality we seek in candidates. • Self-motivation plays a crucial role in excelling in this dynamic position. • A success-driven attitude is necessary to meet sales targets and client satisfaction goals. • Maintaining a cheerful and optimistic demeanor in all situations is highly valued. • Adaptability is key to adjusting to the ever-changing environment of the financial industry. • Being open to constructive criticism is important for professional growth and development. • A drive to continuously learn and enhance skills is essential for success. • Demonstrating a deep understanding of the business and its products is crucial. • Upholding the highest ethical standards is a non-negotiable requirement. • Possession of a valid 2-15 Health Life and Annuity license is mandatory. • Eligibility for a SIE, Series 6/7, and 63/65 license is required for the role. Compensation: $90,000 - $125,000 yearly at plan

    • •
    • Build and maintain strong relationships with clients in Tampa, FL, to understand their financial goals and needs •
    • Perform in-depth market research to identify potential leads for expanding the business •
    • Tailor financial solutions to clients based on their individual objectives •
    • Enhance knowledge of products and services through participation in New York Life training programs •
    • Acquire necessary licenses to offer wealth management and advanced planning services •
    • Provide detailed information on insurance, annuities, long-term care insurance, and investment options to clients •
    • Use effective questioning and active listening techniques to establish rapport with clients •
    • Identify and tap into new market segments to drive business growth •
    • Present appropriate solutions to potential clients in a professional manner •
    • Educate clients on insurance, annuities, long-term care insurance, and investment securities •
    • Continuously improve expertise through ongoing New York Life training courses

  • Compensation
    $90,000-$125,000 per year