Insurance Sales Representative
1 month ago
$50,000 to plan
Responsibilities:- Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
- Tailor risk management strategies and client profiles to reflect each customer’s individual needs
- Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
- Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
- Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Valid insurance license required or candidates must be willing to get licensed
- Fundamental computer skills such as experience with Microsoft Office
- High school diploma required; bachelor’s degree a plus
- Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
We are a leading provider of life insurance, retirement planning, and investment solutions in the U.S. Known for its financial stability and personalized service, NYL is dedicated to helping clients achieve their financial goals and secure their futures.
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