Financial Services Sales Agent

New York Life - Jacksonville, FL

Financial Services Sales Agent

Jacksonville, FL
Full Time
Paid
  • Responsibilities

    Exciting Opportunity: Life Insurance & Financial Services Sales Agent in Jacksonville, FL, US Are you a dedicated and driven individual seeking to join our Jacksonville, FL team? We are looking for a candidate with a solid background in life insurance and financial services sales, a proven track record of goal achievement, and a strong commitment to providing exceptional customer service. Key duties involve seeking new leads, nurturing client relationships, and closing deals. Exceptional customer care is essential. If you are prepared to enter the realm of life insurance sales and create a positive influence, this role is perfect for you! Responsibilities: • Interact with both new and existing clients in Jacksonville, FL to meet specific sales targets • Assess the needs of customers and offer tailored life insurance solutions to help them achieve their financial goals • Provide training and guidance to new team members to enhance their understanding of the insurance and financial services sector • Develop strategies to optimize the performance of the Fast Start Life Insurance Sales branch in Jacksonville, FL • Utilize expertise to create personalized long-term financial plans that align with clients' financial objectives • Engage in the Partner Training program to enhance business skills and capabilities • Implement incentives and support to motivate the team during challenging times Qualifications: • Hold a university degree and have previous experience in either the insurance or finance sectors • Show a strong desire to establish a fulfilling career in finance • Demonstrate exceptional communication skills and the ability to inspire and lead a team • Be proactive with a confident and decisive approach to decision-making • Enjoy cultivating client relationships and assisting with their well-informed financial choices • Exhibit a resolute and assertive demeanor in pursuit of objectives Compensation: $65,000 - $100,000 at plan annually

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    • Interact with both new and existing clients in Jacksonville, FL to meet specific sales targets •
    • Assess the needs of customers and offer tailored life insurance solutions to help them achieve their financial goals •
    • Provide training and guidance to new team members to enhance their understanding of the insurance and financial services sector •
    • Develop strategies to optimize the performance of the Fast Start Life Insurance Sales branch in Jacksonville, FL •
    • Utilize expertise to create personalized long-term financial plans that align with clients' financial objectives •
    • Engage in the Partner Training program to enhance business skills and capabilities •
    • Implement incentives and support to motivate the team during challenging times