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Insurance Sales Representative
2 months ago
$85,000+
Responsibilities:- 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
- 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
- Tailor risk management strategies and client profiles to reflect each customer’s individual needs
- Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
- Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
- Basic computer skills including proficiency with Microsoft Office suite is required
- Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
- Candidates must have or be willing to get an insurance license
- Bachelor’s degree preferred; high school diploma mandatory
- Working knowledge of accounting and sales lead software is a plus
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