Roy P. Cavazos
Senior Associate - Life Product Consultant at New York Life Insurance Company
- Role
- Senior Associate - Life Product Consultant at New York Life
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Roy P. Cavazos
Financial Planner |Retirement Planning | Business Insurance Planning | Estate Planning…
Experience
Senior Associate - Life Product Consultant
Apr 2021 — Present · Houston, TX, US
In this newly acquired role as Life Product Consultant (LPC), I will be responsible for achieving and exceeding my assigned territory (West Central Zone) and individual General Office’s life sales objectives. LPCs deliver sales concepts, product information, sales support, and provide technical guidance to New York Life\'s advisors in an effort to drive life insurance sales. Critical functions of this role include: • Work closely with advisors to develop and maintain strong business relationships• Develop a strong command of New York Life’s life insurance products and sales processes• Provide case development and design support• Introduce new product enhancements to field management and agents with particular emphasis on individual and business needs, markets and tax issues of life products.• Deliver sales presentations to both agents and clients• Provide sales support and product information through individual face-to-face meetings as well as large group sessions• Proactively work with managementNew York Life Insurance Company (NYLIC) is the third-largest life insurance company in the United States,[4] the largest mutual life insurance company in the United States[5] and is ranked #71 on the 2019 Fortune 500 list of the largest United States corporations by total revenue.[6] NYLIC has about $593 billion in total assets under management, and more than $25 billion in surplus and AVR.[7] In 2007, NYLIC achieved the best possible ratings by the four independent rating companies (Standard & Poor\'s, AM Best, Moody\'s and Fitch).[citation needed] Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.
Education
The American College of Financial Services
CLU, ChFC, Insurance, Retirement and Estate Planning Courses
College For Financial Planning
CFP, Financial Planning
The American College
CFBS, Business & Estate Planning for Family Owned Businesses
University of Houston
BBA, Marketing
1979 — 1982
Skills
- Disability Insurance
- Series 7
- Wealth Management
- New Business Development
- Sales
- Financial Planners
- Strategic Financial Planning
- Investments
- Term Life Insurance
- Life Insurance
- Series 63
- Retirement
- Financial Advisory
- Retirement Planning
- Financial Planning
- Long Term Care Insurance
- Insurance
- The “Certified in Long-Term Care” (Cltc) Program Is the Long-Term Care Insurance
- Estate Planning
- Fixed Annuities
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