Insurance Financial Specialist
7 days ago
We are seeking a highly motivated Insurance Financial Specialist to join our team at New York Life Greater Atlanta.
Job SummaryThis is an exciting opportunity for a sales-driven professional to grow a list of prospective clients, market insurance products, and help policyholders navigate the claims process. We provide a supportive network and resources to help you succeed in your career.
You will be responsible for:
- Developing a prospective customer base and advertising our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
- Processing current policyholders' insurance claims while monitoring the status of existing insurance claims
- Identifying new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
Requirements include:
- Ability to understand the needs and financial concerns of clients
- Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events or circumstances they may encounter
- Promoting customized ways for clients to achieve their long-term financial goals
Preferred qualifications include:
- Customer service or experience as a sales representative
- Current Life & Health insurance license
$60,000 - $80,000 per year (estimated salary). This figure is based on industry standards and location considerations. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we encourage you to apply.
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