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Insurance Sales Representative
2 months ago
$100,000+
Responsibilities:- Remain updated about insurance industry changes that may affect customers in your portfolio
- 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
- Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
- Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
- Basic computer skills including proficiency with Microsoft Office suite is required
- Job seekers must already have or be willing to get an insurance license
- Working knowledge of accounting and sales lead software is a plus
As a mutual company, New York Life Oahu is uniquely aligned with the interests and priorities of those we serve. We have over 170 years of industry success. Some of our accolades include:
· A promise to work with you to build a strong financial future for both you and your clientele
· #71 on Fortune 100 in 2019
· Most MDRT members in any United States Mutual company 2019
· Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18