Insurance Advisor Trainee
1 week ago
Join our dynamic team at NYLIFE Securities as an Entry-Level Insurance Sales Representative. We are seeking individuals who excel in interpersonal communication, possess keen attention to detail, and can effectively convey insurance solutions to potential clients. This role offers a unique opportunity to enhance your sales skills while contributing to our mission of providing exceptional insurance services.
Key Responsibilities- Stay informed about updates to policies and regulations within the insurance sector to ensure that client programs are current and relevant.
- Engage actively with clients to understand their specific needs, allowing for tailored insurance solutions.
- Maintain meticulous records of client interactions, sales activities, and performance metrics to track progress towards goals.
- Customize risk management strategies to align with the unique profiles of each client.
- Utilize various marketing techniques to attract new clients and expand your portfolio of policyholders.
- Proficiency in basic computer skills, particularly with the Microsoft Office suite.
- Familiarity with accounting and sales software is advantageous.
- Ability to comprehend state and federal regulations impacting the insurance industry.
- Strong analytical, communication, and interpersonal skills are essential; customer service experience is beneficial.
- A high school diploma is required; a bachelor’s degree is preferred.
NYLIFE Securities is a leading financial services provider, recognized for its robust financial strength and commitment to excellence. Our company has consistently received top ratings from major financial rating agencies, reflecting our dedication to serving our clients with integrity and professionalism. We pride ourselves on being a diverse and inclusive workplace, offering equal opportunities for all.
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