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Insurance Sales Representative

4 months ago

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

**Compensation**:
$55,000 - $80,000 at plan

**Responsibilities**:

- Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
- Create tailored risk management strategies directly with clients that align with their risk profiles
- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
- Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
- Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
- We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job it’s a career with purpose and opportunity
- You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
- As a Licensed Insurance Sales Agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients

**Qualifications**:

- Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
- Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
- Some computer skills with ability to use Microsoft Office is required
- High school diploma mandatory; four-year undergraduate degree strongly preferred
- Be a people person
- Exhibit keen listening
- Have strong attention to detail
- Have a knack for navigating the finer details in business or financial planning
- Insurance license or willing to obtain

**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