Fast Track Insurance Partner

New York Life

Fast Track Insurance Partner

Winter Garden, FL
Paid
  • Responsibilities

    New York Life Insurance Company and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, fixed and variable* annuities, and mutual funds*. In the Fast Track Management Program, you’ll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager. Eligibility requirements: • MBA completion within the previous 24 months -or- • Prior management or business owner experience Preferred but not required to apply: • Life and Health License • FINRA registrations; SIE, Series 6 or 7 • Previous sales experience Responsibilities: • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable insurance plan options that successfully meet their individual insurance needs • Develop and deliver risk management strategies for each customer based on their risk profile • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction Qualifications: • Sales experience preferred with a strong desire to succeed • Strong communication skills, both written and verbal • Desire to help families and businesses to “Be Good at Life.” • Strong business acumen • Professional business demeanor • Perseverance in the face of a challenge • Ability to engage your community and leverage personal networks/contacts Compensation: $65,000+ at plan commission + allowances

    • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable insurance plan options that successfully meet their individual insurance needs • Develop and deliver risk management strategies for each customer based on their risk profile • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction

  • Compensation
    $65,000 per year
  • Industry
    Financial Services