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Insurance Agent
2 months ago
$50,000 to plan
Responsibilities:- Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
- Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
- Remain updated about insurance industry changes that may affect customers in your portfolio
- Tailor risk management strategies and client profiles to reflect each customer’s individual needs
- Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
- Experience using accounting or sales-related software is beneficial
- Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
- Candidates must have or be willing to get an insurance license
The mutual insurance company offers a wide range of products. Will cover costs of licensing, full benefits package. Affiliated with NYLIFE Securities and Eagle Strategies.