Life Insurance Sales Agent

Job Description

Job Description

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance team is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients.

Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need.

You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day.

If this sounds like a job you’d love, apply now! Both entry-level and experienced insurance agents are invited to apply.

Compensation :

$80,000 - $150,000 yearly

Responsibilities :

• Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
• 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
• Assist current policyholders during the insurance claims process while overseeing existing insurance claims
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional

Qualifications :

• Skilled with Microsoft Office
• Strong interpersonal and communication skills are a must
• Customer service or experience as a sales representative are highly valued
• Active Life & Health insurance license is a strong bonus
• Previous health insurance or life insurance experience a plus
• Candidates with active investment licenses preferred

About Company

New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career.

Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule.

We offer tremendous guidance, encouragement, and training for those who want to take this path.