Financial Services & Insurance Sales Agent

New York Life•Jacksonville, FL

2d•Hybrid

About The Position

Financial Services & Insurance Sales Agent - Jacksonville, FL Join New York Life, where your career in financial services becomes a journey of growth and success. As a Financial Services & Insurance Sales Agent, you'll be part of a company that has thrived for over 170 years, with a commitment to aligning with clients' interests. We offer a hybrid opportunity, comprehensive health benefits, and a 401(k) matching program, all within an outstanding company culture that values training and education. Our accolades include being ranked #67 on the Fortune 100 in 2021 and achieving the highest possible financial strength ratings. You'll have the chance to qualify for the prestigious MDRT, showcasing excellence in life insurance sales. At New York Life, we believe in building a strong financial future for you and your clients, fostering a close-knit team environment with personalized experiences. Let's embark on this rewarding path together.

Requirements

Experience in financial services or insurance sales, with a proven track record of meeting or exceeding sales targets.
Ability to build and maintain strong client relationships, understanding their financial needs and goals.
Proven track record of providing personalized financial advice and solutions that align with clients' long-term objectives.
Strong communication skills to educate clients on various insurance and investment products, empowering informed decisions.
Ability to conduct regular reviews of clients' portfolios, ensuring alignment with their evolving financial goals.
Collaborative mindset to share insights and strategies with team members, fostering a supportive work environment.
Up-to-date knowledge of industry trends and regulatory changes to provide clients with current advice and solutions.

Responsibilities

Develop and maintain strong relationships with clients to understand their financial needs and goals.
Provide personalized financial advice and solutions to help clients achieve their long-term objectives.
Conduct regular reviews of clients' portfolios to ensure alignment with their evolving financial goals.
Educate clients on the benefits of various insurance and investment products, empowering them to make informed decisions.
Collaborate with team members to share insights and strategies, fostering a supportive and innovative work environment.
Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice.
Meet and exceed sales targets by identifying new opportunities and expanding the client base in Jacksonville, FL, and beyond.