Insurance Sales Professional

4 weeks ago


Flagstaff, Arizona, United States New York Life - Lance Gillman Full time
Job Overview

New York Life is seeking a highly motivated and detail-oriented Insurance Sales Representative to join our growing team. As an Entry-Level Insurance Agent, you will be responsible for facilitating insurance sales among new and prospective clients, utilizing strong interpersonal communication skills and a customer-centric approach.

Key Responsibilities
  • Stay up-to-date on various types of insurance, insurance-related protocols, and policy changes to ensure customer satisfaction and program requirements.
  • Tailor risk management strategies and client profiles to reflect each customer's individual needs.
  • Pursue new clients through various marketing strategies to grow your existing portfolio of policyholders.
  • Ensure accurate records of all necessary bookkeeping, client, and sales reports to track and communicate the status of assigned goals.
  • Listen to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options.
  • Carefully present the best insurance policies to meet each client's unique circumstances.
  • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs.
  • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals.
Requirements
  • Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful.
  • Working knowledge of accounting and sales lead software is a plus.
  • Bachelor's degree preferred; high school diploma mandatory.
  • Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations.
  • Valid insurance license required or candidates must be willing to get licensed.
  • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders.
  • Strong analytical, communication, and interpersonal skills are required.
  • Customer service experience is a plus.
About New York Life

New York Life is a mutual company with no investors or outside owners, uniquely aligned with our clients' interests and priorities. We have over 176 years of industry success, including:

  • 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.



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