New York Life

Company Description New York Life Insurance Company, founded in 1845, is the largest mutual life insurance company in the US and one of the largest life insurers globally. New York Life has the highest financial strength ratings from major credit rating agencies. Headquartered in New York City, the company offers life insurance, retirement income, investments, and long-term care insurance services. Role Description This is a full-time w-2 sales position with full benefits, training, as a hybrid role for a Financial Services Professional at New York Life in Wall Township, NJ. The role involves financial planning, finance, retirement planning, insurance, long term care planning, college planning, estate planning, communication, and other financial services tasks. People skills, dedication, persistency, hard work, authenticity, prospecting, direct marketing. Some work from home is acceptable. Qualifications Financial Planning and Finance skills Retirement Planning expertise Strong Communication skills Knowledge and experience in Financial Services Excellent analytical and problem-solving skills Series 7 and 66 licenses are a plus Bachelor's degree in Finance, Business, or related field

About the Role As a Sales Agent, you will play a key role in managing customer relationships, generating quotes, and closing sales. This is a dynamic position that requires strong communication, negotiation, and organizational skills. You'll work closely with our customers, ensuring smooth coordination and efficient route planning. Key Responsibilities - Handle inbound, outbound, and video calls to engage potential customers. - Understand customer needs and provide customized moving quotes and proposals. - Utilize strong negotiation skills to convert leads into sales. - Maintain efficient and professional communication with existing clients. - Accurately update and manage the customer database (CRM, Google Suite, etc.). - Ensure adherence to company guidelines and policies. - Work towards and exceed sales targets in a competitive environment. Qualifications & Requirements - Advanced proficiency in English (spoken and written). - Experience in sales, customer service, or a similar role (preferred but not required). - Tech-savvy with experience using CRM systems, Google Suite, and professional applications. - Strong attention to detail, analytical thinking, and problem-solving skills. - Ability to multitask and work efficiently under pressure. - Flexibility for night shifts as needed. - Excellent communication and interpersonal skills to build strong client relationships.