Fast Track Partner

New York Life Iowa General Office • Cedar Rapids, IA, US

Posted 27 days ago

Description

Are you ready to take your career to the next level with New York Life, a company renowned for its strength and respect in the financial industry? As a Fast Track Partner, you'll be at the forefront of connecting clients with tailored insurance solutions that align with their unique needs. You'll thrive in a role that values keen listening skills, attention to detail, and the ability to navigate complex business or financial plans. This is a full-time position that not only offers flexibility but also significant earning potential and abundant growth opportunities within a supportive and dynamic environment.

We're looking for intuitive communicators who are natural decision-makers and have a strong understanding of various insurance policies. Your role will be pivotal in building lasting relationships with new, existing, and prospective clients. At New York Life, you'll enjoy a collaborative work environment, competitive pay, and comprehensive benefits that include medical, dental, vision, long-term disability, and group term life insurance. Join us and be part of a team that is committed to innovation and employee development, empowering you to achieve your career aspirations. Start your application today and step into a future filled with possibilities.

Responsibilities

Lead and inspire a team of insurance professionals to achieve sales targets and deliver exceptional client service.
Develop and implement strategic plans to expand the client base and enhance customer satisfaction.
Foster strong, lasting relationships with clients by understanding their needs and providing tailored insurance solutions.
Collaborate with team members to identify opportunities for process improvements and innovation.
Monitor industry trends and competitor activities to ensure our offerings remain competitive and relevant.
Provide mentorship and guidance to team members, supporting their professional growth and development.
Ensure compliance with all regulatory requirements and company policies to maintain our reputation for integrity and trustworthiness.

Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
Create tailored risk management strategies directly with clients that align with their risk profiles

Qualifications

Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
Candidates must have an insurance license
Bachelor’s degree preferred; high school diploma required
Some computer skills with ability to use Microsoft Office is required
Proficiency with accounting or sales-related software is helpful

Compensation

$100,000+

About New York Life Iowa General Office

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/