Entry-Level Financial Professional
New York Life · Uniondale, NY · 1 mo ago
On-siteFinance$75k/yrFull-time
Responsibilities
- Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
- Tailor risk management strategies and client profiles to reflect each customer’s individual needs
- Stay updated about insurance industry changes that may affect customers in your portfolio
- Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
- Implement marketing strategies, including but not limited to cold calling and networking, to connect with potential clients while simultaneously maintaining a portfolio of current clients
Qualifications
- Must be a superb communicator able to carefully analyze ideas like programs; experience working in customer service is beneficial
- Basic computer skills, including proficiency with the Microsoft Office Suite is required
- Experience using accounting or sales-related software is beneficial
- Candidates must have or be willing to get a license
- Willingness to learn about the industry, programs, and state and federal regulations that may impact policyholders
Benefits
- 401(k) with a 4% match
- Retailment plan
- Life and Disability Insurance
- Health Coverage: Medical/Pharmacy, Dental, Vision
Pay
$75,000 - $75,000/year
Schedule
Fully remote, flexible schedule