Demo

Financial Solutions Representative

New York Life - Central Florida
St. Cloud, FL Full Time
POSTED ON 1/31/2025
AVAILABLE BEFORE 5/1/2025

Job Description

Job Description

Are you a results-oriented and driven sales professional with a proven track record of achieving sales goals? We’re seeking an outside sales representative who can develop a sales strategy to build new and expand current customer relationships. We support our sales team with the tools, training, management, and competitive compensation to ensure your success. Job seekers should be motivated self-starters with superior communications, customer service, and interpersonal skills. If you are looking for a lucrative position, we want to talk to you today! Compensation :

65,000 at plan

Responsibilities :

  • Present a win-win solution for the prospect, negotiate sales contract specifics, and close deals
  • Use your prospecting and follow-up skills with potential customers online, in-person, or on the phone to uncover potential upsells and new clients
  • Convert “no” into “yes” by identifying and resolving potential obstacles such as budget, timelines, shareholders, competition, and other pain points
  • Position us as the clear and obvious choice in our market through competitive analysis and product trends
  • Surpass goals for monthly revenue expectations and lead or sales-generating activities
  • 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

Qualifications :

  • A consistent top performer in sales
  • Some industry or product knowledge preferred and a High school diploma is required
  • Stellar communication, presentation, persuasion, interpersonal, and negotiating skills
  • Deadlines and details motivate you to provide exceptional customer service to your prospects, clients, and team alike
  • At least 2 years of outside sales experience preferred
  • Sales experience preferred – go-getter mindset
  • Strong communication skills both written and verbal
  • Desire to help others
  • Strong business acumen
  • Perseverance in the face of a challenge
  • Ability to engage your community and leverage personal networks / contacts
  • Bilingual Speaking (English / Spanish) A Plus
  • About Company

    About New York Life

    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 the 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
  • Forbes 2022 : America’s Best Employers for Diversity
  • Salary : $65,000

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Financial Solutions Representative?

    Sign up to receive alerts about other jobs on the Financial Solutions Representative career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $59,252 - $76,434
    Income Estimation: 
    $68,033 - $97,857
    Income Estimation: 
    $69,294 - $90,454
    Income Estimation: 
    $80,212 - $108,852
    Income Estimation: 
    $52,872 - $80,342
    Income Estimation: 
    $122,633 - $166,569
    Income Estimation: 
    $116,413 - $176,962
    Income Estimation: 
    $89,726 - $245,049
    Income Estimation: 
    $99,713 - $138,140
    Income Estimation: 
    $63,382 - $90,792
    Income Estimation: 
    $80,083 - $123,269
    Income Estimation: 
    $122,633 - $166,569
    Income Estimation: 
    $66,430 - $110,036
    Income Estimation: 
    $129,120 - $252,029
    Income Estimation: 
    $111,487 - $161,520
    Income Estimation: 
    $122,633 - $166,569
    Income Estimation: 
    $116,413 - $176,962
    Income Estimation: 
    $129,120 - $252,029
    Income Estimation: 
    $133,900 - $199,666
    Income Estimation: 
    $80,062 - $120,119
    Income Estimation: 
    $104,680 - $202,844
    Income Estimation: 
    $122,633 - $166,569
    Income Estimation: 
    $116,413 - $176,962
    Income Estimation: 
    $129,120 - $252,029
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at New York Life - Central Florida

    New York Life - Central Florida
    Hired Organization Address Winter, FL Full Time
    Are you a results-oriented and driven sales professional with a proven track record of achieving sales goals? We’re seek...
    New York Life - Central Florida
    Hired Organization Address Winter, FL Full Time
    Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions....
    New York Life - Central Florida
    Hired Organization Address Winter, FL Full Time
    Job Description Job Description Accelerated Management Program Catering to the Latino Market New York Life Insurance Com...
    New York Life - Central Florida
    Hired Organization Address Winter, FL Full Time
    Are you a results-oriented and driven sales professional with a proven track record of achieving sales goals? We’re seek...

    Not the job you're looking for? Here are some other Financial Solutions Representative jobs in the St. Cloud, FL area that may be a better fit.

    Insurance Sales Representative

    Matt Seidel - COUNTRY Financial Representative, Morris, IL

    Licensed Life & Health Producer

    Matt Stephens - Country Financial Representative, Newberg, OR

    AI Assistant is available now!

    Feel free to start your new journey!