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Junior Life Insurance Sales Consultant
2 months ago
At NYL - John Kelly, our commitment is to deliver financial stability and assurance through our diverse range of insurance, annuity, and investment offerings. We prioritize integrity and compassion in every interaction with our clients, partners, and team members. With a foundation built on confidence and humility, we aim to serve as long-term guardians of our clients' financial well-being.
Compensation Structure:Annual earnings range from $70,000 to $90,000 based on performance.
Key Responsibilities:- Maintain up-to-date contracting documentation while managing databases, records, and financial records.
- Assess new clients' insurance requirements, risks, objectives, existing coverage, and financial circumstances by arranging consultations for new clients, ensuring a tailored experience.
- Facilitate the onboarding of new clients and support existing clients through various customer service activities, including appointment scheduling and addressing inquiries related to billing, coverage, eligibility, and insurance policies.
- Build a prospective client network and promote our insurance offerings through referrals, cold outreach, networking, and other marketing initiatives to generate new business opportunities.
- Handle insurance claims for current policyholders while tracking the progress of ongoing claims.
- A high school diploma or equivalent is mandatory; a Bachelor's degree is preferred.
- Possession of an active Life and Health insurance license is highly desirable.
- Prior experience in customer service or sales roles is advantageous.
- Exceptional interpersonal and communication abilities are essential.
- Proficiency in the Microsoft Office suite is required.
Company Overview: NYL - John Kelly stands as one of the most reputable and robust financial institutions globally. We have consistently achieved the highest financial strength ratings from the leading rating agencies: A.M. Best (A++), Standard and Poor's (AA+), Moody's Service (Aaa), and Fitch (AAA). For over six decades, we have been at the forefront of the Million Dollar Round Table, boasting more members than any other financial or insurance entity worldwide. Additionally, we have been recognized by Fortune Magazine as one of the 'World's Most Admired Companies' in 2019.
