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Life Insurance Financial Professional

New York Life - Tampa

Life Insurance Financial Professional

Tampa, FL
Full Time
Paid
  • Responsibilities

    We are seeking a committed Life Insurance Financial Professional to join our Tampa, FL team. This role entails delivering exceptional customer service, achieving sales goals, and possessing a strong understanding of our products. The perfect candidate will prioritize customers, provide relevant advice, and handle inventory and product displays. A positive attitude and adept multitasking abilities are essential for success in this dynamic role. Responsibilities: • Develop relationships with clients to determine their financial goals and needs • Research potential markets for new leads • Supply clients with tailored solutions for their individual goals • Enhance your product and service knowledge with New York Life training courses • Acquire necessary licenses to provide securities and investments for wealth management and advanced planning • Facilitate comprehensive information regarding insurance, annuities, long-term care insurance, and investments • Utilize questions, active listening, and presentation of solutions to establish professional/client connections • Identify new markets for growth • Present apt solutions to potential customers • Guide clients on the offerings of insurance, annuities, long-term care insurance, investment securities, and more • Strengthen your expertise in New York Life training curriculums Qualifications: • Possess superior communication skills to effectively communicate complex topics • Showcase an aptitude for networking and collaborating with various stakeholders • Possess an affinity for growth and an experience with sales is beneficial • Grand passion for helping others • Exhibit a strong sense of self-motivation • Display a success-driven attitude • Have a cheerful, optimistic demeanor in all situations • Adaptable, being able to adjust to the ever-changing environment • Open to receiving constructive criticism • Have a drive to learn and develop skills • Demonstrate an in-depth knowledge of the business • Will adhere to the highest ethical standards • Possess a valid 2-15 Health Life and Annuity license • Be eligible for a SIE, Series 6/7, and 63/65 license Compensation: $75,000 - $125,000 yearly at plan

    • Develop relationships with clients to determine their financial goals and needs • Research potential markets for new leads • Supply clients with tailored solutions for their individual goals • Enhance your product and service knowledge with New York Life training courses • Acquire necessary licenses to provide securities and investments for wealth management and advanced planning • Facilitate comprehensive information regarding insurance, annuities, long-term care insurance, and investments • Utilize questions, active listening, and presentation of solutions to establish professional/client connections • Identify new markets for growth • Present apt solutions to potential customers • Guide clients on the offerings of insurance, annuities, long-term care insurance, investment securities, and more • Strengthen your expertise in New York Life training curriculums