Financial Services Sales Professional
Company: New York Life - Denver
Location: Castle Rock
Posted on: January 18, 2023
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Job Description:
Bilingual (Spanish and/or Portuguese) Financial Sales and
Management in Financial Services
Are you a motivated people person looking for the chance to break
into a new industry? If the answer is "yes", we are looking for
you! New York Life is seeking Bilingual Professionals who want to
build an insurance and financial business with the potential to
earn a significant income, set their own pace, and maintain a
flexible schedule. Dedicated to serving the Latino community, we
are looking for people fluent in English, Spanish, or Portuguese
with a great drive to succeed, the passion to make a difference,
and the desire to love what they do. Jump-start your career by
joining our growing team as a Financial Professional. Candidates
with strong interpersonal communication skills will hit the ground
running to facilitate insurance sales among new and prospective
clients. Job seekers must have strong organizational skills,
attention to detail, and an enthusiastic approach to customer
service. If you're interested in an exciting opportunity to become
a top-notch insurance and financial sales representative please
apply today!
Responsibilities:
Tailor risk management strategies and client profiles to reflect
each customer's individual needs
Commit to remaining educated about the various types of insurance,
insurance-related protocols, and policy changes to ensure
fulfillment of program requirements and ensure our customers are
satisfied
Update reports, records, bookkeeping systems, and other
organizational tools to accurately report progress toward monthly
insurance sales goals
Maintain a portfolio of existing customers and pursue insurance
sales with new clients by using sales strategies that may include
cold calling and networking
Spend time listening to existing, new, and prospective clients to
evaluate their needs and stage-of-life priorities before presenting
insurance plan options for their specific circumstances
Qualifications:
Bachelor's degree preferred; high school diploma mandatory
Ability to learn and understand state and federal regulations that
affect insurance sales, insurance clients, and the insurance
industry as a whole
Must be a superb communicator able to carefully analyze complex
ideas like insurance programs; experience working in customer
service is beneficial
Fundamental computer skills such as experience with Microsoft
Office
Valid insurance license required or candidates must be willing to
get licensed
About Company:
As a New York Life Financial Services Representative, you'll be
offering high-quality life insurance Financial Products for
Insurance and Retirement Planning needs. You will also:
Develop and implement business and marketing plansProspect for
potential clientsDiscuss financial concerns and needs of
individualsPresent potential solutions using our world-class suite
of products and servicesDevelop your professional skills and
knowledge
Keywords: New York Life - Denver, Castle Rock , Financial Services Sales Professional, Accounting, Auditing , Castle Rock, Colorado
Click
here to apply!
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