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Insurance Sales Representative

2 months ago

Charlotte, North Carolina, United States New York Life Full time
About the Role

We are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at New York Life. As a key member of our sales team, you will be responsible for building relationships with clients and helping them achieve their financial goals.

Key Responsibilities
  • Network within the community and establish relationships with potential clients
  • Grow new business by generating a prospective customer base and promoting our insurance products through various marketing strategies
  • Address client inquiries and requests in a prompt and friendly manner, including booking new meetings and responding to questions regarding insurance policies
  • Aid policyholders with the insurance claims process and supervise the progress of current insurance claims
  • Maintain accurate records and bookkeeping, ensuring all paperwork is up to date
Requirements
  • Previous sales experience in B2B, account-level sales, or direct-to-consumer sales is a plus
  • Proficiency in Microsoft Office
  • Previous experience in health insurance or life insurance is a plus
  • Excellent customer service and sales representative skills
  • Outstanding interpersonal and communication skills
  • A high school diploma or GED; a Bachelor's degree is a plus
About New York Life

New York Life is a leading provider of life insurance and financial services. We are committed to helping our clients achieve their financial goals and build a secure future. Our team is dedicated to providing exceptional service and support to our clients and partners.