Senior Variable Annuities Representative
Welcome to New York Life, one of the leading providers of financial services and insurance solutions. We are currently seeking a skilled and experienced Senior Variable Annuities Representative to join our team. As a Senior Variable Annuities Representative, you will play a crucial role in managing our clients' variable annuities and providing them with the best possible solutions to meet their financial goals. We are looking for a dedicated and knowledgeable individual who is passionate about helping others achieve financial security and has a strong understanding of variable annuities. If you possess these qualities and are ready to take on a challenging and rewarding role, we invite you to apply for this position.
- Manage and oversee clients' variable annuities, ensuring their financial goals are met.
- Provide excellent customer service to clients, addressing any questions or concerns they may have.
- Analyze and assess clients' financial needs to determine the best variable annuity solutions.
- Stay up-to-date on industry trends and changes in variable annuities to provide clients with the most current and relevant information.
- Maintain accurate and detailed records of clients' variable annuities, including transactions and performance.
- Collaborate with other team members to develop and implement effective variable annuity strategies for clients.
- Conduct presentations and educate clients on the benefits and risks of variable annuities.
- Proactively identify and pursue opportunities to expand the company's variable annuity business.
- Stay compliant with all regulatory requirements and company policies.
- Continuously strive to improve processes and procedures to enhance the overall client experience.
Extensive Knowledge Of Variable Annuities: A Strong Understanding Of Variable Annuities And Their Features, Benefits, And Potential Risks Is Essential For This Role. This Includes Knowledge Of Investment Strategies, Market Trends, And Regulatory Requirements.
Finra Licensing: The Candidate Should Possess The Required Finra Licenses, Such As Series 6 And Series 63, To Sell Variable Annuities. Additional Licenses, Such As Series 7 And Series 66, May Also Be Preferred.
Sales Experience: The Ability To Develop And Maintain Relationships With Clients And Effectively Sell Variable Annuities Is A Key Qualification For This Role. Previous Experience In Financial Sales, Particularly With High-Net-Worth Individuals, Is Highly Desirable.
Strong Communication Skills: As A Senior Variable Annuities Representative, The Candidate Will Be Responsible For Explaining Complex Financial Concepts To Clients And Providing Them With Guidance On Their Investment Decisions. Excellent Verbal And Written Communication Skills Are Essential For Success In This Role.
Compliance Knowledge: Given The Regulatory Environment Surrounding Variable Annuities, The Candidate Should Have A Thorough Understanding Of Compliance Requirements And Be Able To Ensure All Transactions Are Conducted In Accordance With Company Policies And Industry Regulations. Previous Experience In Compliance Or Risk Management Is A Plus.
Communication Skills
Financial Planning
Time Management
Negotiation skills
Product knowledge
Attention to detail
customer service
Relationship Management
Compliance regulations
Problem-Solving
Sales Techniques
Communication
Conflict Resolution
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
Empathy
According to JobzMall, the average salary range for a Senior Variable Annuities Representative is $50,000-$75,000 per year. However, this can vary depending on factors such as location, company, and experience. Some Senior Variable Annuities Representatives may earn higher salaries, especially if they have extensive experience or work for a high-paying company.
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New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States.
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