Demo

Life Insurance Agent

New York Life - Tampa
Tampa, FL Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 4/16/2025

Job Description

Job Description

We are looking for a dedicated Life Insurance Financial Professional to join our team in Tampa, FL. This position involves providing top-notch customer service, meeting sales targets, and demonstrating a deep knowledge of our product offerings. The ideal candidate will focus on client satisfaction, offer appropriate guidance, and manage product inventory and displays. A can-do attitude and strong multitasking skills are crucial for excelling in this dynamic position.

Compensation :

90,000 - $125,000 yearly at plan

Responsibilities :

  • Build and maintain strong relationships with clients in Tampa, FL, to understand their financial goals and needs
  • Perform in-depth market research to identify potential leads for expanding the business
  • Tailor financial solutions to clients based on their individual objectives
  • Enhance knowledge of products and services through participation in New York Life training programs
  • Acquire necessary licenses to offer wealth management and advanced planning services
  • Provide detailed information on insurance, annuities, long-term care insurance, and investment options to clients
  • Use effective questioning and active listening techniques to establish rapport with clients
  • Identify and tap into new market segments to drive business growth
  • Present appropriate solutions to potential clients in a professional manner
  • Educate clients on insurance, annuities, long-term care insurance, and investment securities
  • Continuously improve expertise through ongoing New York Life training courses

Qualifications :

  • Excellent communication skills are essential for effectively conveying complex topics to clients.
  • Building relationships and collaborating with various stakeholders in Tampa, FL, is a key aspect of the role.
  • Experience in sales is advantageous, showcasing an affinity for growth within the industry.
  • A genuine passion for assisting others is a fundamental quality we seek in candidates.
  • Self-motivation plays a crucial role in excelling in this dynamic position.
  • A success-driven attitude is necessary to meet sales targets and client satisfaction goals.
  • Maintaining a cheerful and optimistic demeanor in all situations is highly valued.
  • Adaptability is key to adjusting to the ever-changing environment of the financial industry.
  • Being open to constructive criticism is important for professional growth and development.
  • A drive to continuously learn and enhance skills is essential for success.
  • Demonstrating a deep understanding of the business and its products is crucial.
  • Upholding the highest ethical standards is a non-negotiable requirement.
  • Possession of a valid 2-15 Health Life and Annuity license is mandatory.
  • Eligibility for a SIE, Series 6 / 7, and 63 / 65 license is required for the role.
  • About Company

    As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. We had over 170 years of industry success. Some of our accolades include :

  • A promise to work with you to build a strong financial future for both you and your clients
  • 71 on Fortune 100 in 2019
  • Most MDRT members in any United States Mutual company 2019
  • Highest possible financial strength ratings currently awarded to any life insurer : Standard & Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA) as of 7 / 30 / 18
  • Salary : $90,000 - $125,000

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