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 organizational 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 :
$52,500 - $79,000 at plan yearly
Responsibilities :
- Create tailored risk management strategies directly with clients that align with their risk profiles
- Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
- Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
- Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
- Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
Qualifications :
- Candidates must have an insurance license
- Proficiency with accounting or sales-related software is helpful
- Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
- Candidates should have basic computer skills and be able to use Microsoft Office programs
- Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
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.
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