Insurance Sales Professional
4 weeks ago
At New York Life Insurance Company, we're seeking a skilled Insurance Sales Representative to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies.
Our ideal candidate will have strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers.
Responsibilities:
- Collaborate with policyholders to develop insurance risk management profiles that specify the best policies for their evolving insurance needs.
- Ensure accurate records of all necessary bookkeeping, client, and sales reports to track and communicate the status of assigned goals.
- Maintain a portfolio of existing customers and pursue insurance sales with new clients using sales strategies that may include cold calling and networking.
- Evaluate client needs and stage-of-life priorities before presenting insurance plan options.
- Stay up-to-date on changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients.
Qualifications:
- Valid insurance license required or willingness to obtain one.
- Basic understanding of sales lead or accounting software.
- High school diploma required; bachelor's degree a plus.
- Ability to analyze complex ideas and communicate effectively.
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