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

Job Description

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 Insurance Advisor. 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 :

65,000 - $91,000 yearly

Responsibilities :

Please note, that this is a sales position!

Meet with clients to assess their insurance needs, financial goals, and risk tolerance, gathering detailed information on their financial situation.
Recommend suitable insurance products from New York Life’s portfolio, explaining options, features, and benefits to help clients make informed decisions.
Develop sales strategies, set objectives, and proactively seek new clients through networking, community involvement, and lead generation.
Guide clients through the application process, collect necessary information, complete paperwork, and coordinate with underwriters to ensure smooth policy issuance.
Build and maintain strong client relationships by conducting regular policy reviews and providing ongoing support, adjusting coverage as clients’ needs evolve.
Adhere to all regulatory requirements, ethical standards, and company policies, ensuring that clients’ insurance plans meet legal requirements and uphold confidentiality.
Participate in ongoing training to stay informed on industry trends, product updates, and sales techniques, enhancing effectiveness and service quality.
Work with other New York Life professionals, including underwriters and financial advisors, to provide clients with comprehensive 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!

Prior experience in sales, customer service, or a related field is preferred, with a track record of success in meeting or exceeding goals.

Excellent verbal and written communication skills are essential for building relationships with clients and explaining complex insurance products.

Ability to listen to clients’ needs, assess their financial goals, and recommend suitable insurance products.

Strong drive to achieve personal and professional goals with the ability to work independently and stay motivated.

Capacity to assess client needs, evaluate potential risks, and offer tailored solutions.

Familiarity with life insurance, annuities, and retirement planning is advantageous, though comprehensive training will be provided.

Commitment to adhering to industry regulations, maintaining client confidentiality, and practicing with integrity.

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

Must be willing to obtain a state Life & Health insurance license if not already licensed. New York Life provides sponsorship and support for licensing.

Preferred) : Fluency in additional languages, such as Spanish, Vietnamese, or Chinese, is a plus for connecting with diverse clients.

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 : $65,000 - $91,000

Apply for this job

Receive alerts for other Insurance Advisor job openings

Insurance Advisor

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

What is the career path for a Insurance Advisor?

Job openings at NYL - Houston General Office

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

We don't have any other Insurance Advisor jobs in the Bellaire, TX area right now.

AI Assistant is available now!