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Fast Track Partner

New York Life Iowa General OfficeDes Moines, IA, US

Posted 20 days ago

Join us at New York Life Iowa General Office as a Fast Track Partner, where you'll play a pivotal role in elevating our business to new heights. You'll harness your expertise in insurance to grow and maintain client portfolios, forging strong relationships that bolster our firm's esteemed reputation. We believe in empowering you to achieve your earning potential, offering comprehensive support and a pathway for professional growth.

In this role, you'll develop and implement strategies for promoting new insurance contracts, make necessary adjustments to existing policies, and gather essential client information to craft personalized insurance plans. If you're ready to embrace a personal approach to sales and take on this exciting challenge, we invite you to apply today.

  • Lead the charge in developing and executing strategic plans to expand the client base and enhance our market presence.

  • Cultivate and maintain strong, trust-based relationships with clients, ensuring their needs are met and expectations exceeded.

  • Collaborate with team members to identify opportunities for cross-selling and upselling, driving revenue growth.

  • Analyze client portfolios to recommend tailored insurance solutions that align with their unique needs and goals.

  • Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice and insights.

  • Mentor and guide junior team members, fostering a culture of learning and professional development.

  • Coordinate with internal departments to ensure seamless policy implementation and client satisfaction at every touchpoint.

  • Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
  • Create tailored risk management strategies directly with clients that align with their risk profiles
  • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
  • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
  • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
  • Experience in leading and mentoring teams, with a focus on fostering growth and collaboration.
  • Proven track record of developing and implementing strategic plans to drive business growth and achieve sales targets.
  • Ability to cultivate strong client relationships and provide tailored financial solutions.
  • Experience in collaborating with cross-functional teams to enhance service delivery and client satisfaction.
  • Strong analytical skills to monitor market trends and competitor activities, identifying opportunities for innovation.
  • Commitment to ensuring compliance with industry regulations and company policies, maintaining high standards of integrity.
  • Ability to facilitate training and development programs, promoting continuous learning and improvement within the team.
  • Excellent communication, customer service, analytical, and interpersonal skills are necessary
  • Experience with accounting and or sales lead software is a plus
  • Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
  • Some computer skills with ability to use Microsoft Office is required
  • Job seekers must have an insurance license

Compensation

$100,000+

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹.

1-Full-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- Source: Individual Third Party Ratings Reports as 7/30/18.

3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/

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