Fast Track Insurance Partner
New York Life
- Winter Garden, FL
- Permanent
- Full-time
- Hire and lead your own group of financial professionals while serving as an associate partner
- Become an associate partner on the management team after successfully completing all program requirements
- Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program
- Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals
- Employ a comprehensive array of financial products and services including life insurance, fixed and variable annuities, and mutual funds when presenting clients with solutions
- 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
- Some sales experience needed
- Bilingual in Spanish, Portuguese, or another language is a plus
- Knowledge of cultural markets a plus
- Required knowledge and experience working in the insurance or financial services field
- Goal-oriented, highly motivated, and seeking a rewarding and challenging career
- Sales experience preferred with a strong desire to succeed
- Strong communication skills both written and verbal
- Desire to help families and businesses to “Be Good at Life”
- Strong business acumen
- Professional business demeanor
- Perseverance in the face of a challenge
- Ability to engage your community and leverage personal networks/contacts
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 2020Most MDRT members in any United States Mutual Company 2020Highest 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