
Financial Products/Insurance Sales Specialist
- Jacksonville, FL
- Permanent
- Full-time
- Prospect, build, and maintain strong connections with both new and existing clients in Jacksonville, FL, consistently surpassing sales targets.
- Tailor life insurance solutions to match clients' financial objectives after conducting a thorough assessment of their needs.
- Expand the team's knowledge of the life insurance and financial services sector through comprehensive training and mentorship initiatives.
- Create personalized long-term financial strategies that resonate with clients' financial goals based on your expertise.
- Offer encouragement and support to team members during challenging periods by providing incentives and aid.
- Willing to work for yourself but not by yourself - with the support of a Fortune 100 company - New York Life.
- Master New York Life systems and delivery channels.
- Attend training opportunities and classes.
- To be considered for the position of Life Insurance Sales Agent in Jacksonville, FL, US, a university degree and previous experience in the insurance or finance sectors are strongly encouraged.
- Sales experience is highly desired but not required.
- The ideal candidate must demonstrate a strong commitment to establishing a thriving career in the financial and insurance industry.
- Excellent communication skills and effective leadership qualities are essential for effectively guiding and inspiring a team in this role.
- Proactive decision-making abilities and a confident attitude are crucial attributes needed for success in this position.
- Ability to network in the community to prospect for potential clients is critical
- Building and maintaining client relationships to assist them in making well-informed financial decisions are core responsibilities of this role.
- Showing persistence and assertiveness in achieving goals is the standard for this particular opportunity.
- A business mindset is crucial
- Thrives in a team environment.
- Enjoys being coached and mentored as well as mentoring others.
- Must be a self-started with an entrepreneurial mindset
- Must be able to study for and obtain the Florida Insurance License (2-15) as well as investment licensing
As a mutual company with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 170 years of industry success.We offer:Hybrid OpportunityHealth/vision/dental401(k) matchingOutstanding company cultureTraining/educationSome 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 2021A leading company with many agents qualifying for MDRT2 each yearHighest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance.New York Life Insurance Company is an EOE M/F/Veteran/Disability/Sexual Orientation