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Insurance Portfolio Manager

2 months ago

Surprise, Arizona, United States New York Life - Lance Gillman Full time
Job Description

We are seeking a motivated insurance agent with an entrepreneurial spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. This role requires a strong understanding of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations. The ideal candidate will have excellent analytical, interpersonal communication, and customer service skills, as well as experience with accounting and sales lead software. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you. We'll provide you with the training, mentoring, and support you need to take your earning potential into your own hands.

Responsibilities:
  • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
  • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
  • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
  • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
  • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances

We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

Qualifications:
  • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
  • High school diploma required; bachelor's degree preferred
  • Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
  • Experience with accounting and or sales lead software is a plus
  • Some computer skills with ability to use Microsoft Office is required

Are you a leader who has the following traits?

  • Competitive
  • Enterprising
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic
About Company

New York Life is a mutual company, with no investors or outside owners, uniquely aligned with our client's interests and priorities. We have over 176 years of industry success, including being ranked #73 on Fortune 100 in 2020 and having many agents qualify for MDRT 2 years in a row. We offer full benefits and 3 separate pension plans. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Lance Gillman Senior Partner, New York Life