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Insurance Sales Representative

4 months ago


Ronkonkoma, United States NYL - Melville Office Full time

$80,000 - $150,000 yearly

**Responsibilities**:

- Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
- 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
- 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
- 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

**Qualifications**:

- Experience using accounting or sales-related software is beneficial
- High school diploma necessary; college degree a bonus
- Job seekers must already have or be willing to get an insurance license
- Fundamental computer skills such as experience with Microsoft Office
- Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole

**About Company**
About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

We’re proud of our financial strength.5
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody’s)
- AA+ Very Strong (Standard & Poor’s

We’re proud to be recognized by organizations that also value diversity.
- Human Rights Campaign: 2022 Corporate Equality Index
- Forbes 2022: America’s Best Employers for Diversity
- Latino Leaders 2022 Best Companies for Latinos to Work For