What are the responsibilities and job description for the Entry-Level Sales Agent position at NYL - Houston General Office?
Please note, that this is a sales position!
Are you seeking a job that offers freedom, flexibility, and exceptional earning potential? We're hiring an Entry-Level Sales Agent. In this role, you'll develop sales strategies, set objectives, identify targets, and assess the team's performance to help us meet our goals. If you're a natural leader who thrives on exciting challenges and financial rewards, we'd love to hear from you!
Compensation :
60,000 - $91,000 yearly
Responsibilities :
Please note, that this is a sales position!
- Conduct client meetings to evaluate their insurance requirements, financial objectives, and risk tolerance, gathering comprehensive details about their financial status.
- Recommend appropriate insurance products from New York Life’s portfolio, clearly explaining options, features, and benefits to assist clients in making well-informed choices.
- Develop and implement sales strategies, set goals, and actively pursue new clients through networking, community engagement, and lead-generation activities.
- Assist clients throughout the application process by collecting necessary information, completing required documentation, and collaborating with underwriters to facilitate smooth policy issuance.
- Foster long-term client relationships through regular policy reviews and ongoing support, making adjustments to coverage as clients’ circumstances and needs change.
- Ensure compliance with regulatory requirements, ethical guidelines, and company policies, safeguarding client confidentiality and ensuring insurance plans meet legal standards.
- Engage in continuous professional development by participating in training programs to stay current on industry trends, product updates, and advanced sales techniques, improving service quality and performance.
- Collaborate with New York Life professionals, such as underwriters and financial advisors, to deliver clients comprehensive and customized financial solutions.
These responsibilities enable New York Life agents to effectively guide clients in achieving financial security and help build long-lasting client relationships.
Qualifications :
Please note, that this is a sales position!
These qualifications enable an Insurance Sales Agent to successfully build client relationships, meet sales targets, and grow within New York Life’s supportive and dynamic environment.
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 : $60,000 - $91,000
