Life Insurance Sales Representative
1 month ago
About the Role:
We are seeking a skilled Life Insurance Sales Agent to join our team at New York Life Insurance - Huizenga Team. As a Life Insurance Sales Agent, you will be responsible for generating new business, onboarding clients, and providing exceptional customer service.
Key Responsibilities:
* Grow new business by generating a prospective customer base and advertising our insurance products via networking, referrals, cold calling, and other marketing strategies
* Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
* Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
* Assist current policyholders during the insurance claims process while overseeing existing insurance claims
* Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
* Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
* Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
* Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
* Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Requirements:
* Skilled with Microsoft Office
* Strong interpersonal and communication skills are a must
* Customer service or experience as a sales representative are highly valued
* Active Life & Health insurance license is a strong bonus
* Previous health insurance or life insurance experience a plus
* Candidates with active investment licenses preferred
About New York Life Insurance - Huizenga Team:
New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path.
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