Insurance Professional
6 days ago
Job Summary
We are seeking a skilled and detail-oriented Insurance Professional to join our team at New York Life. As an Insurance Advisor, you will be responsible for managing insurance claims and resolving disputes on-site.
Key Responsibilities
- Client Consultations: Conduct thorough consultations with clients to assess their financial goals and insurance needs, and recommend suitable life insurance products.
- Product Knowledge: Understand and explain New York Life's life insurance offerings and their benefits to clients.
- Client Relationships: Build strong relationships with clients through exceptional service, ongoing support, and personalized financial planning.
- Lead Generation: Generate leads and expand your client base through prospecting, networking, and sales presentations.
- Professional Development: Utilize New York Life's training and resources to enhance your skills and stay updated on industry trends.
- Professional Conduct: Adhere to ethical guidelines and best practices to ensure professionalism and client confidentiality.
Requirements
- Interpersonal Skills: Possess strong interpersonal and communication skills to establish rapport and trust with clients.
- Self-Motivation: Be self-motivated and driven to achieve sales goals and exceed client expectations.
- Problem-Solving: Demonstrate excellent problem-solving abilities and attention to detail.
- Teamwork: Proven ability to work independently and as part of a team.
- Industry Knowledge: Possess a life and health insurance license (or willingness to obtain one).
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