Job Description
Job Description
We are eager to take our business to the next level by hiring an experienced Insurance Agent with a proven track record of maintaining and growing customer portfolios.
You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential.
Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts;
making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual.
If you’re up for the challenge, apply now!
Compensation :
$52,500 - $79,000 at plan yearly
Responsibilities :
- Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
- Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
- Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
- Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
- Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
Qualifications :
- Basic computer skills with proficiency with Microsoft Office suite is necessary
- Job seekers must have an insurance license
- Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
- Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
- Some experience with accounting or sales lead software is beneficial
About Company
New York Life, a prestigious Fortune 100 company with a 179-year legacy, is a global leader in financial services, ranked as the 26th largest money manager worldwide.
Renowned for our highest financial strength ratings and a holistic approach to client service, we offer comprehensive support through all stages of financial planning.
Our commitment to excellence provides a rewarding career path in financial services, inviting you to be part of our enduring success story.