What are the responsibilities and job description for the Mid-Level Insurance Consultant position at NYL - Houston General Office?
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 mid-level 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.
Qualifications :
Please note, that this is a sales position!
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
