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Finance Sales Professional job in San Antonio at New York Life

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Finance Sales Professional at New York Life

Finance Sales Professional

New York Life San Antonio, TX, TX Full Time
$60,000 - $70,000/Year
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The fundamental foundation of a New York Life Insurance Agent’s role is built client by client. The Agent is uniquely qualified with answers to help their clients achieve their financial goals and plan for the unexpected. Adding up to a rewarding career with a company that considers, doing right by their customers is simply part of who we are… “Be Good At Life.”




What is expected of our Agents?

• Ability to understand the needs and financial concerns of clients.

• Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.

• Promote customized ways for clients to achieve their long-term financial goals.

• Cultivating relationships, with a view to helping every family member or individual pursue financial security

• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.

• Providing compassion and guidance to clients when unfortunate life circumstances arise.

• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time.



Qualities that we look for in our Agents:

• Sales experience preferred – entrepreneurial mindset, no mile too far.

• 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


Backed by 175 years of experience. It is commonly known, not all service industries are the same, more to the point not all companies are the same. Product offerings, producer support, opportunity for advancement, personal growth, ongoing training and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paving the way for success with tested processes, actively immersed with you in achieving your desired career objectives and more.


Step into a client’s life and help them achieve their financial goals, while building a great career for yourselves 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 with the potential for growth opportunities.


New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity SMRU 1857547

What is expected of our Agents?

• Ability to understand the needs and financial concerns of clients.

• Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.

• Promote customized ways for clients to achieve their long-term financial goals.

• Cultivating relationships, with a view to helping every family member or individual pursue financial security

• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.

• Providing compassion and guidance to clients when unfortunate life circumstances arise.

• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time.

Recommended Skills

Customer Relationship Management
Listening Skills
Relationship Building
Sales
Social Skills
Success Driven

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