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Experienced Insurance Sales Professional

2 months ago

Tampa, Florida, United States NYL-Jian Guan Full time
About the Role

We are seeking a seasoned insurance sales professional to join our team at NYL-Jian Guan. As an Experienced Insurance Sales Agent, you will be responsible for connecting new, existing, and prospective clients with the insurance program that best meets their individual needs.

Key Responsibilities
  • Client Acquisition and Retention: Implement sales strategies and tactics to maintain and grow existing customer portfolios comprised of loyal, long-term clients.
  • Risk Management: Create tailored risk management strategies directly with clients that align with their risk profiles.
  • Client Meetings: Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances.
  • Industry Knowledge: Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction.
  • Reporting and Record-Keeping: Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders.
Requirements
  • Education: High school diploma required; bachelor's degree preferred.
  • Insurance License: Candidates must have an insurance license.
  • Skills: Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role.
  • Technical Skills: Candidates should have basic computer skills and be able to use Microsoft Office programs.
  • Industry Knowledge: Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations.