Insurance Portfolio Manager

3 weeks ago


Surprise, Arizona, United States New York Life Full time

We are seeking an experienced Insurance Agent to join our team at New York Life. As an Insurance Portfolio Manager, you will be responsible for maintaining and growing customer portfolios, honing your sales skills by forging strong relationships, and providing peace of mind to your clients while helping them navigate complex challenges such as preparing for retirement and saving for college.

You will have the opportunity to see the positive impact of your work for years to come and grow personally and professionally along with your clients.

Key responsibilities include:

  • Listening attentively to new and potential clients, evaluating their needs and financial statuses, and proposing ideal plan options for their unique circumstances and insurance needs
  • Remaining updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
  • Devoting an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
  • Keeping bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
  • Working with policyholders to develop and deliver risk management strategies that fit their individual profiles

Qualifications include:

  • Competitive
  • Enterprising
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic
  • Insurance license
  • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
  • Bachelor's degree preferred; high school diploma required


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