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Insurance Sales Agent

3 months ago

New Windsor, United States New York Life - Robert Rice Full time
Job DescriptionJob DescriptionWe are seeking a motivated insurance agent with an entrepreneurial 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 todayCompensation:

$120,000 at plan

Responsibilities:
  • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
  • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
  • Create tailored risk management strategies directly with clients that align with their risk profiles
  • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
  • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
Qualifications:
  • Job seekers must have an insurance license
  • Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
  • Proficiency with accounting or sales-related software is helpful
  • Basic computer skills with proficiency with Microsoft Office suite is necessary
  • Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations

  • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
About Company

As a mutual company, with no investors or outside owners, New York Life 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 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