What are the responsibilities and job description for the Entry Insurance Consultant position at NYL - Houston General Office?

Job Description

Please note, that this is a sales position!

Our firm is rapidly expanding, and we’re looking for entry insurance Consultants to join our team. The ideal candidate will be eager to learn the fundamentals of financial services to effectively manage wealth and help clients achieve their financial objectives. Key qualities include strong communication, solid math and analytical skills, and good decision-making abilities. If this sounds like you, we encourage you to apply today!

Compensation :

72,000 - $110,000 yearly

Responsibilities :

Please note, that this is a sales position!

Work closely with clients to assess their long-term financial objectives, retirement plans, and risk preferences, crafting tailored financial strategies to meet their needs.
Leverage deep expertise in complex insurance products, retirement accounts, and investment options to guide clients in making well-informed financial decisions.
Present and recommend suitable products and solutions from New York Life’s extensive portfolio, including life insurance, annuities, and investment products, with clear and comprehensive explanations.
Implement strategic approaches for acquiring clients, building robust lead pipelines, and strengthening relationships through networking and community engagement.
Support clients throughout the policy application process, ensuring accurate and compliant completion of documentation in line with industry standards.
Provide ongoing assistance to clients by conducting periodic financial reviews and adjusting strategies to align with evolving needs and life circumstances.
Partners with New York Life specialists, such as underwriters and financial advisors, to deliver comprehensive and customized financial solutions.
Uphold high ethical standards and ensure strict compliance with legal, regulatory, and company policies to maintain professionalism and client trust.

Qualifications :

Please note, that this is a sales position!

Previous experience in sales, customer service, or a related field is preferred, with a proven history of meeting or exceeding performance goals.

Comprehensive knowledge of complex financial products, including life insurance, annuities, investments, and retirement planning solutions.

Skilled in assessing clients' financial needs and risk tolerance, offering tailored solutions to help them achieve their long-term financial objectives.

Proven success in building and maintaining strong relationships with high-net-worth individuals, business owners, and families.

Excellent verbal and written communication skills, with the ability to simplify complex financial concepts for clear client understanding.

Commitment to upholding high ethical standards and full compliance with all financial industry regulations.

Self-motivated with a strong drive to achieve personal and professional goals, capable of working independently in a results-driven environment.

Collaborative mindset, working effectively with New York Life professionals, including financial advisors, underwriters, and support teams, to deliver comprehensive client solutions.

A bachelor’s degree in business, finance, marketing, or a related discipline is preferred but not mandatory.

About Company

Established in 1845, New York Life is one of the largest mutual life insurance companies in the U.S., renowned for its financial strength, stability, and unwavering commitment to policyholders. The company provides a range of services including life insurance, annuities, retirement planning, and investment solutions, helping individuals, families, and businesses achieve their financial objectives.

With a focus on ethical practices and exceptional customer service, New York Life also promotes professional development and a collaborative work environment, maintaining its long-standing reputation for reliability and excellence for nearly two centuries.

Salary : $72,000 - $110,000

Apply for this job

Receive alerts for other Entry Insurance Consultant job openings

Entry Insurance Consultant

What are the responsibilities and job description for the Entry Insurance Consultant position at NYL - Houston General Office?

What is the career path for a Entry Insurance Consultant?

Job openings at NYL - Houston General Office

Not the job you're looking for? Here are some other Entry Insurance Consultant jobs in the Sugar, TX area that may be a better fit.

We don't have any other Entry Insurance Consultant jobs in the Sugar, TX area right now.

AI Assistant is available now!