Job Description
Job Description
We are seeking a motivated insurance agent with a business-minded spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies.
If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today!
Compensation : $120,000
Responsibilities :
- Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
- 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
- Create tailored risk management strategies directly with clients that align with their risk profiles
- Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
- Create tailored risk management strategies directly with clients that align with their risk profiles
- Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims for customer satisfaction
Qualifications :
Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this roleExperience with accounting and or sales lead software is a plusInsurance license requiredBasic computer skills with proficiency with Microsoft Office suite is necessaryProven understanding of the insurance industry including insurance products, risk management and any state and federal regulationsDemonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulationsFluency in Spanish, Vietnamese, and / or Chinese is preferred but not requiredAbout Company
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the 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 2020A leading company with many agents qualifying for MDRT2 year after yearHighest 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 in 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