Financial Services Sales Professional

Company: New York Life - Denver
Location: Castle Rock
Posted on: January 18, 2023

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