What are the responsibilities and job description for the Financial Solutions Representative position at New York Life - Central Florida?
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 :
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.
We’re proud the be recognized by organizations that also value diversity
Salary : $65,000