Insurance Sales Representative

2 days ago


Scottsdale, Arizona, United States New York Life - Lance Gillman Full time
Job Title: Insurance Sales Representative

About the Role:

We are seeking a motivated and personable new employee to join our insurance agent team. The ideal candidate will have solid communication skills and a passion for customer service. As an insurance sales representative, you will be responsible for driving insurance sales among potential clients and new clients. You will also be expected to remain updated about insurance industry changes that may affect customers in your portfolio.

Responsibilities:

* Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
* Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
* Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
* Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
* Carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
* Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals

Qualifications:

* Job seekers must already have or be willing to get an insurance license
* High school diploma required; bachelor's degree a plus
* Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
* Experience using accounting or sales-related software is beneficial
* Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
* Candidates must have or be willing to get an insurance license
* Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
* Customer service experience is a plus

About Company:

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. We had over 176 years of industry success. Some of our accolades include:

* 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

Equal Opportunity Employer:

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Contact Information:

Lance Gillman Senior Partner, New York Life

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