Financial Advisor - Entry Level
New York Life - Pratik Thakkar
Schaumburg, IL US
Posted ago
New York Life - Pratik Thakkar
Jump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!
Responsibilities
  • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
  • Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
  • Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
  • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
  • Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
Qualifications
  • Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
  • Working knowledge of accounting and sales lead software is a plus
  • High school diploma necessary; college degree a bonus
  • Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial
  • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
Compensation
$31,500 +commissions
About New York Life - Pratik Thakkar

Devotion to its policy owners has led New York Life to 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

#67 on Fortune 100 in 2021

Most MDRT members in any United States Mutual company 2021

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 10/14/2020.

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