Insurance Sales Representative

5 days ago


Payson, Arizona, United States New York Life Full time

About the Role

We are seeking a highly motivated and personable Insurance Sales Representative to join our team at New York Life. As an Insurance Sales Representative, you will play a critical role in driving insurance sales and providing exceptional customer service to our clients.

Key Responsibilities

  • Manage and maintain accurate records of sales databases, client reports, and bookkeeping records to track progress and share with key stakeholders.
  • Stay up-to-date on various types of insurance, insurance-related protocols, and policy changes to ensure compliance and customer satisfaction.
  • Develop and implement risk management strategies for each customer to ensure their policy needs are met.
  • Provide attentive listening and communication skills to accurately identify client needs and pursue specific insurance sales.
  • Develop and implement marketing strategies, including cold calling and networking, to connect with potential clients and maintain a portfolio of current clients.

Requirements

  • Customer service experience is a plus.
  • Candidates must have or be willing to obtain an insurance license.
  • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that impact policyholders.
  • Excellent analytical, interpersonal, and communication skills are necessary, with customer service skills being helpful.
  • Fundamental computer skills, including experience with Microsoft Office, are required.
  • Working knowledge of accounting and sales lead software is a plus.

About New York Life

New York Life is a leading insurance company dedicated to providing financial security and peace of mind to our clients. We are committed to excellence and innovation in all aspects of our business.



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