Demo

Insurance & Investment Sales Representative

New York Life - Central Florida
Winter, FL Full Time
POSTED ON 3/6/2025
AVAILABLE BEFORE 6/5/2025

Job Description

Job Description

We are currently seeking an excellent outside sales representative who can develop a sales strategy and build and expand buyer relationships to achieve sales goals. You’ll be responsible for seeking out, engaging with, and presenting our solutions to new prospects and current customers. If you have a proven track record of outside selling and are looking for a lucrative outside sales position that provides you with the flexibility, support, and compensation to help you shine, we want to connect! Compensation :

65,000 at plan

Responsibilities :

  • Use your prospecting and follow-up skills with potential customers online, in-person, or on the phone to uncover potential upsells and new clients
  • Secure new deals and target buyers quickly, give them the information they need to envision our brand and close deals efficiently
  • Present a win-win solution for the prospect, negotiate sales contract specifics, and close deals
  • Convert “no” into “yes” by identifying and resolving potential obstacles such as budget, timelines, shareholders, competition, and other pain points
  • 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 :

  • Team-focused, organized, self-starter with an orientation towards service, detail, problem-solving, and deadlines
  • At least 2 years of outside sales experience preferred
  • Some industry or product knowledge preferred and a High school diploma is required
  • Ability to meet and exceed monthly quota in sales
  • Exceptional negotiating, interpersonal, presentation, persuasion, and communication skills
  • 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

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