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Insurance Sales Representative

2 months ago

Prescott, Arizona, United States New York Life Full time

About New York Life

We are seeking a motivated and personable new employee to join our insurance agent team who is seeking a new learning opportunity with lots of room for growth.

The ideal candidate for our entry-level insurance agent position has the solid communications skills it takes to drive insurance sales among potential clients and new clients.

Bring a friendly attitude and a passion for customer service, and we'll invest our resources into training you to be a successful insurance sales representative.

Responsibilities

  • Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals.
  • Tailor risk management strategies and client profiles to reflect each customer's individual needs.
  • Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders.
  • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied.
  • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs.

Qualifications

  • Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful.
  • 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.
  • Fundamental computer skills such as experience with Microsoft Office.
  • Working knowledge of accounting and sales lead software is a plus.