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Insurance Sales Representative

3 months ago

Payson, United States New York Life - Lance Gillman Full time

$80,000 - $100,000 at plan

**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
- 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
- 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
- Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
- Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients

**Qualifications**:

- Job seekers must already have or be willing to get an insurance license
- Experience using accounting or sales-related software is beneficial
- Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
- Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
- High school diploma required; bachelor’s degree a plus
- Customer service experience is a plus

**About Company**
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client’s interests and priorities. We had over 176 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 clients
- #73 on Fortune 100 in 2020
- A leading company with many agents qualifying for MDRT 2 year after year
- 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 9/12/19
- Full benefits when hired and 3 separate pension

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

**Lance Gillman Senior Partner, New York Life