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 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 :

$59,000+ to plan

Responsibilities :

• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
• 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
• Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
• Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
• Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
• Employ a research-based approach to providing financial advice and strategies based on educational meetings and / or seminars centered on client risk tolerance and financial goals
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products

What we’re looking for...

Qualifications :

About Company

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

We’re proud of the training we offer.

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