New York Life - Citrus Heights, CA
posted 2 months ago
Full-time - Entry Level
Citrus Heights, CA
Insurance Carriers and Related Activities
About the position
The Insurance Agent/Insurance Professional role at New York Life offers individuals the opportunity to build a meaningful career in the financial services industry. This position is designed for those who are competitive, entrepreneurial, and coachable, aiming to make a positive impact on the financial well-being of families and small businesses. Agents will receive comprehensive training and support to develop essential skills in marketing, customer relationship management, and communication, while also having the chance to specialize in various financial products and services.
Responsibilities
- Drive positive impact in the lives of families by providing insurance solutions.
- Help clients navigate complex financial challenges such as retirement planning and college savings.
- Utilize digital tools for sales, prospecting, and marketing to attract and retain clients.
- Participate in ongoing training and development to enhance professional skills and knowledge.
- Engage with a supportive team through mentorship and peer-to-peer collaboration.
Requirements
- 1 year of marketing experience or related field.
- Strong communication skills and the ability to build relationships with clients.
- Self-discipline and a commitment to personal and professional growth.
Nice-to-haves
- Experience in sales or customer service roles.
- Familiarity with financial products and services.
Benefits
- Disability insurance
- Health insurance
- Dental insurance
- 401(k)
- Vision insurance
- Life insurance
