Now Hiring - Insurance Client Success Manager in Pittsburgh, PA

We are seeking self-motivated, driven individual with a passion for making a positive impact on peoples’ lives. As a Client Success Manager, you will have the freedom to build your network of clients and business associates who are looking for insurance and financial solutions. Entry Level candidates are encouraged to apply!

Job Requirements

You do not need sales, business development, marketing, or insurance experience to begin your road to success in this role! All you need is passion and a desire to make a difference. Our comprehensive training program will help give you the tools you need to succeed and create the career success you envision.

We are looking for people who possess the following background/characteristics:

• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
• Fearless, positive attitude and willingness to be accountable for results
• Highly self-motivated and self-disciplined with the ability to work effectively with little or no supervision
• Outgoing personality with the ability to develop relationships (i.e., “People Person")
• Organized, detail-oriented and excellent time-management skills
• Desire for continuous learning

Responsibilities

• Schedule appointments and meet with potential clients
• Make product recommendations to help clients meet their financial goals
• Provide ongoing service and support to existing policyholders to maintain successful plans
• Be a structured and coachable team player that is open to training development and further education
• Provide financial planning services and advice to customers on personal investment product purchases
• Develop long-term winning financial strategies
• Identify goals of clients and create financial plans
• Provide education to clients on tax efficient strategies
• Discipline to be in business for yourself, but not by yourself

Remote Work Allowed

Yes, if you reside within 100 miles of Pittsburgh

Other things to note

*This is a W-2 position with full benefits!

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Job Type: Full-time

Pay: $75,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid training
• Parental leave
• Tuition reimbursement
• Work from home

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Application Question(s):

• How many years of sales experience do you have?
• Do you have a residence or plan to live within 100 miles of Pittsburgh? (Remote work is allowed, we just cannot hire those living outside 100 miles)

Education:

• High school or equivalent (Preferred)

Work Location: In person