Financial Services Professional

Job Description

Job Description

We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals.

You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business.

If the thought of coming to work every day and making a positive impact on our client’s lives excites you, start your application today. Compensation :

$90,000+ at plan commission

Responsibilities :

• Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
• Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• Process current policyholders’ insurance claims while monitoring the status of existing insurance claims

What is expected of our Agents?

• Ability to understand the needs and financial concerns of clients
• Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events / circumstances they may encounter
• Promote customized ways for clients to achieve their long-term financial goals
• Cultivating relationships, with a view to helping every family member or individual pursue financial security
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
• Providing compassion and guidance to clients when unfortunate life circumstances arise
• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time

Qualifications :

• Proficiency with Microsoft Office products
• Strong interpersonal and communication skills are a must
• Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
• Current Life & Health insurance license is greatly valued
• Previous customer service or experience as a sales representative preferred

Qualities that we look for in our Agents :

• Sales experience preferred, but not required
• Entrepreneurial mindset
• Strong communication skills both written and verbal
• Desire to help families and businesses to address their financial needs.Strong business acumen
• Professional business demeanor
• Perseverance in the face of a challenge
• Ability to engage your community and leverage personal networks / contacts

How we will compensate you :

You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917.

10 Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.

New York Life has been helping generations of Americans attain their financial goals through our nationwide agent force for more than 175 years.

Our agents’ abilities are advanced through our award-winning training, product offerings, agent support, opportunity for advancement, personal and professional growth, and broad-spectrum marketing.

New York Life innovatively strides the cutting edge in client servicing, systematically paves the way for success with tested processes, and is actively immersed with you in achieving your desired career objectives.

Build relationships with clients and help them achieve their financial goals while building a great career for yourselves in the process.

Utilizing our expansive product lines, our Agents work to guide individuals, families, and businesses toward the financial goals that they envision.

That is no easy task, but for the right person, it can be a truly rewarding career with the potential for growth opportunities.

About Company

Awards Accolades

We’re proud of our financial strength

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard Poor’s)
• We’re proud of the training we offer
• Training Magazine’s APEX Award for 2022

We’re proud the be recognized by organizations that also value diversity

Latino Leaders : 2022 Best Companies for Latinos to Work For

Human Rights Campaign : 2022 Corporate Equality Index

Forbes 2022 : America’s Best Employers for Diversity