Jobs · Finance · New York

Licensed Financial Services Professional

New York Life · Fishkill, NY · Yesterday
On-siteFinance$120k/yrFull-time
Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organizational skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today! Compensation: $120,000 at plan Qualifications Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not requiredWorking knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulationsProficiency with accounting or sales-related software is helpfulHigh school diploma required; bachelor’s degree preferredStrong interpersonal skills, communication skills, customer service skills, and analytical skills are requiredBasic computer skills with proficiency with Microsoft Office suite is necessary Responsibilities Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needsRemain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finishDevote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer baseKeep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholdersDevelop and deliver risk management strategies for each customer based on their risk profile

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