Demo

Insurance Consultant

NYL - Houston General Office
Katy, TX Full Time
POSTED ON 1/19/2025
AVAILABLE BEFORE 4/17/2025

Job Description

Job Description

Please note, that this is a sales position!

Are you looking for a career that offers freedom, flexibility, and great earning potential? Join our team as an Insurance Consultant! In this dynamic role, you’ll craft sales strategies, set ambitious objectives, identify target markets, and evaluate team performance to drive success. If you’re a motivated leader who thrives on challenges and seeks rewarding financial opportunities, we want to connect with you!

Compensation :

65,000 - $90,000 yearly

Responsibilities :

Please note, that this is a sales position!

  • Conduct client consultations to evaluate their insurance needs, financial objectives, and risk tolerance, gathering comprehensive details about their financial situation.
  • Recommend appropriate insurance products from New York Life’s portfolio, clearly explaining options, features, and benefits to empower clients to make well-informed decisions.
  • Develop and implement sales strategies, set clear objectives, and actively pursue new clients through networking, community engagement, and lead-generation activities.
  • Assist clients through the application process by gathering necessary information, completing documentation, and coordinating with underwriters to ensure seamless policy issuance.
  • Establish and maintain strong client relationships through regular policy reviews and ongoing support, adapting coverage as clients’ needs and circumstances change.
  • Comply with all regulatory requirements, ethical guidelines, and company policies, ensuring insurance plans meet legal standards and protect client confidentiality.
  • Engage in continuous professional development to stay updated on industry trends, product offerings, and advanced sales techniques, improving service quality and effectiveness.
  • Collaborate with other New York Life professionals, including underwriters and financial advisors, to deliver comprehensive and tailored financial solutions to clients.

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!

  • Previous experience in sales, customer service, or a related field is preferred, with a proven history of meeting or exceeding performance goals.
  • Strong verbal and written communication skills are essential for establishing client relationships and effectively explaining complex insurance concepts.
  • Ability to actively listen to clients, understand their financial objectives, and recommend appropriate insurance solutions.
  • Self-driven with a strong determination to achieve personal and professional goals, capable of working independently and staying motivated.
  • Proficiency in assessing client needs, evaluating potential risks, and providing customized solutions.
  • Familiarity with life insurance, annuities, and retirement planning is an asset, although comprehensive training will be provided.
  • Commitment to upholding industry regulations, safeguarding client confidentiality, and maintaining ethical practices.
  • A bachelor’s degree in business, finance, marketing, or a related discipline is preferred but not mandatory.
  • Willingness to obtain a state Life & Health insurance license if not already licensed, with New York Life offering sponsorship and support for licensing.
  • Preferred : Fluency in additional languages such as Spanish, Vietnamese, or Chinese to better connect with a diverse clientele.
  • 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 - $90,000

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