Job Description
Job Description
Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs.
Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!
Compensation :
$80,000 - $120,000 yearly
Responsibilities :
- Update bookkeeping systems, customer records, and sales databases to report your monthly and / or quarterly progress to goals to stakeholders
- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
- Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
- 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
- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
Qualifications :
Basic computer skills with proficiency with Microsoft Office suite is necessaryExperience with accounting and or sales lead software is a plusStrong interpersonal skills, communication skills, customer service skills, and analytical skills are requiredInsurance license requiredHigh school diploma mandatory; four-year undergraduate degree strongly preferredMaintain or actively in process of holding a Life / Health insurance licenseAbout Company
As an Associate partner with New York Life, I hire and train individuals looking to build a high-income long-term career for themselves and their families.
Benefits
Comprehensive health insurance — includes medical, vision, and dental coverageGroup life and disability insurance for added financial security401(k) and Roth 401(k) retirement savings optionsDefined-benefit pension plan to support your long-term retirement goals