Insurance Agent
2 weeks ago
$85,000+
Responsibilities:- Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
- Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
- Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
- Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
- 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
- Experience using accounting or sales-related software is beneficial
- Valid insurance license required or candidates must be willing to get licensed
- Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
- Basic computer skills including proficiency with Microsoft Office suite is required
- Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
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