What are the responsibilities and job description for the Fast Track Insurance Partner position at Bighornlaw?

New York Life - Central Florida

Lake Nona, FL, US

If you want to know about the requirements for this role, read on for all the relevant information.

Posted a day ago

Description

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. Everything we do has one overriding purpose : to be there when our policy owners need us.

If you are a leadership-oriented individual who is ready to take your financial career to the next level as a partner in our general office, we have an opportunity for you! New York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training in which participants start as financial professionals who gain first-hand experience in the field. Completion of the program requirements can lead to a transition into management as an associate partner. If this sounds like a fit for you, apply today!

Training, Support, and Professional Development : New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

Responsibilities

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.

Help clients reach their financial goals using a hands-on approach to developing customized, long-term strategies that meet their needs.

Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more.

Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position.

Complete the program requirements and join the management team as an associate partner.

Recruit and develop your own team of financial professionals as an Associate Partner.

Qualifications

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.

Perseverance in the face of a challenge.

Ability to engage your community and leverage personal networks / contacts.

Must have financial services industry and / or insurance industry experience.

Cultural markets knowledge preferred but not required.

Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional.

Bilingual in Spanish, Portuguese, or another language is a plus.

Experience working in sales is required.

Compensation

65,000 at plan commission allowances

About New York Life - Central Florida

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

We’re proud of the training we offer.

Training Magazine’s APEX Award for 2022.

We’re proud to be recognized by organizations that also value diversity.

Latino Leaders : 2022 Best Companies for Latinos to Work For.

Human Rights Campaign : 2022 Corporate Equality Index.

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Salary : $65,000

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