Insurance Sales Agent
2 weeks ago
$65,000-$150,000
**Responsibilities**:
- 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
- Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
- 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
**Qualifications**:
- High school diploma required; bachelor’s degree a plus
- Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Experience using accounting or sales-related software is beneficial
**About Company**
Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.
At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any life insurer in the United States. We proudly have more MDRT members than any other company and know what it takes to help you be successful.
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