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

Job Description

Please note, that this is a sales position!

We are seeking motivated sales consultants with an entrepreneurial spirit to identify and convert leads into insurance policy sales while managing a diverse client portfolio. The ideal candidate brings experience in the insurance industry and a proven ability to build a strong pipeline of prospective clients through referrals, networking, cold calling, marketing initiatives, and other proactive sales strategies. If you are a driven, organized, and resourceful professional who excels in a fast-paced, multifaceted environment, we want to hear from you! With access to comprehensive training, mentorship, and ongoing support, you’ll have the resources to maximize your earning potential. Ready to take your career to the next level? Apply today!

Compensation :

60,000 - $91,000 yearly

Responsibilities :

Please note, that this is a sales position!

Collaborate with clients to assess their insurance needs, financial goals, and risk tolerance, gaining a comprehensive understanding of their financial profiles.
Present tailored insurance solutions from New York Life’s portfolio, providing clear explanations of features, benefits, and options to support informed decision-making.
Design and execute effective sales strategies, set clear objectives, and actively seek new client opportunities through networking, community outreach, and lead-generation efforts.
Assist clients throughout the application process by gathering necessary information, completing documentation, and collaborating with underwriters to facilitate seamless policy issuance.
Build strong, lasting client relationships by conducting regular reviews, providing ongoing support, and updating coverage to align with clients’ evolving needs.
Uphold all regulatory standards, ethical practices, and company policies, safeguarding client confidentiality and ensuring compliance with industry regulations.
Engage in continuous professional development to stay current on industry trends, product updates, and advanced sales strategies, enhancing the quality of client service.
Work collaboratively with New York Life’s team of underwriters and financial advisors to deliver comprehensive, customized financial solutions for clients.

Qualifications :

Please note, this is a sales position!

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

Strong verbal and written communication skills are critical for building rapport with clients and effectively explaining complex insurance products.

Skilled in actively listening to clients, understanding their financial objectives, and recommending appropriate insurance solutions.

Self-motivated and goal-oriented, with the ability to work independently and maintain focus on personal and professional success.

Proficient in assessing client needs, identifying potential risks, and delivering customized solutions.

Knowledge of life insurance, annuities, and retirement planning is beneficial; however, comprehensive training will be provided.

Dedicated to upholding industry regulations, ensuring client confidentiality, and operating with the highest integrity.

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

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

Preferred) : Fluency in additional languages, such as Spanish, Vietnamese, or Chinese, is a valuable asset for serving diverse client communities.

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

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