What are the responsibilities and job description for the Life And Health Insurance Agent position at New York Life, Coelho Group — Bridgewater?
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Compensation :
60,000-$150,000
Responsibilities :
- Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications :
About Company
Facts : New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies : A.M. Best (A ), Standard & Poor’s (AA ), Moody’s Investors Service (Aaa), and Fitch (AAA)1. For 68 Consecutive years, we have led the Million Dollar Round Table 2, with more members than any other financial institution in the world.
Salary : $60,000 - $150,000