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New York Lifeposted 4 months ago
$50,000 - $150,000/Yr
Full-time - Entry Level
Remote - Madera, CA
Insurance Carriers and Related Activities
About the position
As a Financial Professional at New York Life, you will play a crucial role in helping individuals, families, and small businesses achieve their financial goals. This position is not just about sales; it is about making a positive impact on the lives of clients by providing them with essential financial guidance and support. You will receive comprehensive training and development to equip you with the necessary skills to succeed in the financial services industry.
Responsibilities
- Provide financial guidance and support to clients.
- Help clients navigate complex financial challenges such as retirement planning and college savings.
- Develop and maintain client relationships to ensure their financial well-being.
- Utilize digital tools for sales, prospecting, and marketing to attract and retain clients.
- Participate in ongoing training and professional development opportunities.
Requirements
- Sales experience in the insurance industry or related field.
- Property & Casualty License.
- Life & Health Insurance License.
- Minimum of 2 years of marketing experience.
- Strong communication and interpersonal skills.
Nice-to-haves
- Experience in customer relationship management (CRM).
- Familiarity with financial products and services.
Benefits
- Disability insurance
- Health insurance
- Dental insurance
- 401(k)
- Tuition reimbursement
- Paid time off
- Work from home
- Vision insurance
- 401(k) matching
- Flexible schedule
