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Life Insurance Sales Agent

New York Life Charlotte General Office
Charlotte, NC, US
$75K-$119K a year
Full-time

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency 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! Compensation :

$75,000 - $119,000 Projected Income at Plan

Responsibilities :

  • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
  • Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
  • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
  • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
  • Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies

Qualifications :

  • Possesses outstanding interpersonal and communication skills
  • Must have graduated high school or received GED, a Bachelor’s degree is desired
  • Familiarity with the Microsoft Office suite
  • Previous health insurance or life insurance experience a plus
  • Previous customer service or experience as a sales representative preferred

About Company

New York Life Charlotte General Office is uniquely aligned with our client's interests and priorities. With over 170 years of industry success.

Some of our accolades include :

A promise to work with you to build a strong financial future for both you and your clients

73 on Fortune 100 in 2020

  • A leading company with many agents qualifying for MDRT2 year after year
  • Highest possible financial strength ratings currently awarded to any life insurer : Standard and Poor’s (AA+); A.M. Best (A++);

Moody’s (Aaa); and Fitch (AAA)

Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance.

2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance.

New York Life Insurance Company is an equal opportunity employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity

8 days ago
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