Financial Products/Insurance Sales Specialist

WizeHire, Inc; United States; Remote; USD 60,000 - 75,000; Full time

Job summary

A leading life insurance company in Jacksonville, FL, is seeking a committed Life Insurance Sales Agent. This role focuses on building relationships with clients, tailoring insurance solutions, and contributing to a supportive team environment. Candidates should possess a strong commitment to the financial services industry, excellent communication skills, and a proactive approach to networking. A university degree and a passion for mentorship are ideal. Compensation is $60,000 - $75,000 at plan earnings.

Benefits

Health/vision/dental

401(k) matching

Outstanding company culture

Training/education

Qualifications

• Strong commitment to a career in financial and insurance industry.
• Must be able to obtain Florida Insurance License (2-15).
• Enjoys being coached and mentoring others.

Responsibilities

• Prospect and maintain strong connections with clients.
• Tailor life insurance solutions to match financial objectives.
• Create personalized long-term financial strategies.
• Provide support and encouragement to team members.

Skills

Sales experience

Excellent communication skills

Proactive decision-making

Ability to network

Persistence and assertiveness

Teamwork

Education

University degree

Job description

Fantastic career opportunity in Jacksonville, FL, for a Life Insurance Sales Agent with the ability to expand into retirement and investment planning! For those looking to grow and learn, this is the opportunity for you to hit the ground running! Seeking a committed professional with a preferred knowledge of life insurance and financial services sales. Must have a proven track record of goal achievement and a strong focus on delivering exceptional customer service and sales.

Responsibilities include seeking out new clients, listening to their needs and goals, and placing them in products (sales cycle). Superior prospecting skills are essential for success in this role. Perfect chance for individuals looking to kickstart a career in life insurance sales and create a meaningful influence! Great opportunity for the business-minded, for those looking to be in business for themselves but not by themselves. If you have a business mindset and you enjoy servant leadership, this may be a position for you.

Responsibilities

• 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.

Qualifications

• 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-starter with an enterprising mindset
• Must be able to study for and obtain the Florida Insurance License (2-15) as well as investment licensing

Compensation

$60,000 - $75,000 at plan earnings

About New York Life - Jacksonville, FL

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:

• Health/vision/dental
• 401(k) matching
• Outstanding company culture
• Training/education

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 2021
• A leading company with many agents qualifying for MDRT2 each year
• Highest 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).

New York Life Insurance Company is an EOE M/F/Veteran/Disability/Sexual Orientation