Insurance Sales Agent
1 week ago
$50,000 at plan
Responsibilities:- Tailor risk management strategies and client profiles to reflect each customer’s individual 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
- 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
- Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
- Job seekers must already have or be willing to get an insurance license
- Experience using accounting or sales-related software is beneficial
- Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
- Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
- High school diploma required; bachelor’s degree a plus
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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