Insurance Sales Professional

5 days ago


Bismarck, North Dakota, United States New York Life Insurance - Huizenga Team Full time

Overview

New York Life Insurance - Huizenga Team is a leading insurance agency seeking an experienced life insurance agent to join our team. This role involves growing a list of prospective clients, marketing our insurance products, and providing exceptional customer service.

Estimated Salary: $80,000 - $150,000 per year.

Job Description:

We are looking for a skilled individual who can determine new customers' insurance needs, desires, risk, prior coverage, and financial standing via booked consultations. The successful candidate will grow new business by generating a prospective customer base and advertise our insurance products through various marketing strategies.

Responsibilities:

  • Provide warm and professional customer service while onboarding new clients and maintaining existing ones.
  • Determine new customers' insurance needs, desires, risk, prior coverage, and financial standing via booked consultations.
  • Grow new business by generating a prospective customer base and advertise our insurance products.
  • Research and provide financial advice and strategies through educational meetings or seminars.
  • Assess each client's potential life and financial needs to create an individualized financial plan.
  • Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations.
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.

Qualifications:

  • Prior health insurance or life insurance experience is a bonus.
  • A high school diploma or GED is required; a Bachelor's degree is a plus.
  • Familiarity with the Microsoft Office suite is essential.
  • Possesses outstanding interpersonal and communication skills.
  • A current Life & Health insurance license is greatly valued.
  • Candidates with active investment licenses are preferred.


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