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Sales Agent - Financial Representative at New York LIfe

Sales Agent - Financial Representative

New York LIfe San Jose, CA Full-Time
$53,685.00 - $102,500.00 / year
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Insurance Agent/Financial Professional


Our Insurance Agent role has allowed thousands of qualified individuals the opportunity to step into a client’s life and help them achieve their financial goals, while building a great career for themselves in the process. Utilizing our expansive product lines our Agents work to guide individuals, families and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career


Qualities that we look for in our Agents:


  • Sales experience preferred – entrepreneurial mindset
  • Strong communication skills both written and verbal
  • Desire to help others
  • Strong business acumen
  • Perseverance in the face of a challenge
  • Ability to engage your community and leverage personal networks/contacts

We’ve built a strong company, one that puts its clients first. We have confidence in our products but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the field work to provide one-on-one support and guidance to every Agent they hire.


Training, Development & Benefits


Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:


  • In conjunction with in office trainings, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!
  • We have Fast Track to Management opportunities for qualified professionals once established in the career.

Our training program extends beyond the virtual and physical classroom, as our Agents learn best by doing. Every office has a dedicated sales-support team, consisting of our Management Team and in-office Sales Management Trainers, who work with Agents step-by-step to ensure they’ve honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the company.


Devotion to its policy owners has led New York Life for over 170 years of industry success. Some of our accolades include:


  • A promise to work with you to build a strong financial future for both you and your clients
  • #71 on Fortune 100 in 2019
  • Most MDRT2 members in any Mutual company in the United States
  • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity


1Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time


2 MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019


SMRU 1808981 7/1/2020

keywords: sales sold sell cold call finacial advisor insurance agent business developement territory manager account manager bilingual korean "series 6" "health and life" "fire casualty" "property casualty" entrepreneur

Recommended skills

Insurance
Leverage
Finance
Entrepreneurship
Information Technology
Business Acumen
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