Insurance Sales Specialist
5 days ago
As an Insurance Sales Specialist with New York Life - Lance Gillman, you will play a crucial role in helping clients achieve their financial goals. This is an exciting opportunity to launch or grow your career as a top-performing insurance sales professional.
About the RoleThis entry-level position involves facilitating insurance sales among new and prospective clients. If you have strong interpersonal communication skills and are motivated to succeed, this could be the perfect fit for you.
Responsibilities- You will spend time listening to existing, new, and prospective clients to understand their needs and preferences before presenting tailored insurance solutions.
- Accurate record-keeping and data management are essential in this role, requiring you to maintain up-to-date logs of sales databases, client reports, and bookkeeping records.
- Developing risk management strategies and client profiles that cater to each individual's unique circumstances is key to success in this position.
- You must stay informed about any changes to rules or policies within the insurance industry to effectively adapt and amend insurance programs for clients.
- Maintaining a portfolio of existing customers and identifying opportunities to expand your network through sales strategies such as cold calling and networking are critical components of this role.
- Candidates should be open to learning about the insurance industry and its relevant state and federal regulations.
- A valid insurance license is required, or the willingness to obtain one.
- Basic computer skills, including proficiency with Microsoft Office suite, are necessary for this position.
- Analytical, communication, and interpersonal skills are essential; prior customer service experience is a plus.
- Familiarity with accounting or sales-related software can be beneficial.
New York Life offers a comprehensive benefits package, including full benefits when hired and multiple pension options. As a mutual company, we prioritize our clients' interests and work closely with them to build long-term financial security. With over 176 years of industry success and numerous accolades, including a spot on Fortune 100, we provide a supportive environment for growth and development.
We strive to create a diverse and inclusive workplace, and we welcome applications from qualified candidates who share our commitment to excellence. With a compensation package estimated at $75,000 - $100,000 per year, this is an excellent opportunity to join a leading company and establish a successful career as an insurance sales professional.
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