What are the responsibilities and job description for the Fast Track Insurance Partner position at Bighornlaw?
Posted 3 days ago
If you want to know about the requirements for this role, read on for all the relevant information.
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
- 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
- Become an associate partner on the management team after successfully completing all program requirements
- Hire and lead your own group of financial professionals while serving as an associate partner
- Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position
- Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals
Qualifications
Compensation
65,000 at plan commission
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Salary : $65,000
