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Insurance Consultant

2 months ago

Burlington, Vermont, United States New York Life Insurance Full time
Position Overview

Are you an individual who thrives on interpersonal connections, possesses exceptional listening abilities, and pays meticulous attention to detail? If this resonates with you, we invite you to explore an opportunity with us. We are in search of a decisive professional who is enthusiastic about linking both new and existing clients with the insurance solutions that align with their unique requirements.

Ideal candidates will exhibit strong communication skills, a solid understanding of various insurance products, and outstanding organizational capabilities. If you are seeking a dynamic full-time role that provides avenues for professional development, substantial earning potential, and diverse responsibilities, we encourage you to consider this position.

Compensation:

Potential earnings of $120,000 based on performance.

Key Responsibilities:
  • Collaborate with clients to formulate and implement risk management strategies tailored to their specific profiles.
  • Engage in continuous learning regarding the evolving landscape of the insurance sector to ensure compliance with all policy stipulations and to oversee customer satisfaction with claims.
  • Execute proven sales methodologies to maintain and expand a portfolio of loyal, long-term clients.
  • Dedicate time to understanding the needs and financial situations of new and prospective clients, and recommend appropriate insurance solutions that effectively address their individual requirements.
  • Maintain accurate records in bookkeeping systems, sales databases, and customer files to provide timely updates on progress towards sales objectives.
Qualifications:
  • Exceptional analytical, interpersonal, and customer service skills are essential for success in this role.
  • Proficiency in basic computer skills, particularly with the Microsoft Office suite, is required.
  • An active insurance license is mandatory.
  • Experience with accounting or sales lead management software is advantageous.
  • A solid understanding of the insurance industry, its products, risk management profiles, and relevant regulations is necessary.
  • Fluency in additional languages such as Spanish, Vietnamese, or Chinese is preferred but not essential.