Inside Sales Agent

Responsibilities: Funnel new qualified leads into the sales pipeline by following up with each prospect via email, phone calls or other forms of communicationExpand the clientele by finding new business opportunities within specific geographiesMaintain the client database to make sure the sales team can access current information on all leadsTrack performance goals and key sales metrics on a monthly and quarterly basis to make sure company goals are achievedQualify incoming leads so appointments are arranged as fast as possible to provide an excellent customer service experience Support clients' progress toward their financial goals through strategic product, plan, and investment recommendationsDetermine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectivesConsider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needsEmbrace the role of a structured yet coachable team player open to continued education and training from other team membersSeek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor What you'll do: Proactively build and maintain strong client relationships through networking, referrals, and outreachMeet with clients to gather and analyze financial information, goals, and risk toleranceDesign personalized strategies for retirement planning, education funding, wealth protection, and estate planningPresent and recommend a broad range of financial solutions, including life insurance, annuities, mutual funds, and other investment optionsGuide clients through implementation and conduct ongoing reviews to ensure strategies stay aligned with their evolving goalsPartner with fellow New York Life professionals to deliver comprehensive, holistic financial solutionsQualifications: High school diploma or GED is required, bachelor's degree preferredSuperb communication skills, both written and verbal, as well as interpersonal skills and time management skillsTwo years of previous sales experiencePossess a valid U.S. driver's license and be able to travel by carUnderstand the sales process and how to enter information into client databases Compensation: $70,400 - $90,000 at plan earningsSupport clients' progress toward their financial goals through strategic product, plan, and investment recommendationsDetermine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectivesConsider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needsEmbrace the role of a structured yet coachable team player open to continued education and training from other team membersSeek, identify, and secure strong relationships with new clients by serving as their trusted financial advisorWhat you'll do: Proactively build and maintain strong client relationships through networking, referrals, and outreachMeet with clients to gather and analyze financial information, goals, and risk toleranceDesign personalized strategies for retirement planning, education funding, wealth protection, and estate planningPresent and recommend a broad range of financial solutions, including life insurance, annuities, mutual funds, and other investment optionsGuide clients through implementation and conduct ongoing reviews to ensure strategies stay aligned with their evolving goalsPartner with fellow New York Life professionals to deliver comprehensive, holistic financial solutionsCompensation:$70,400-$90,000 per year