Insurance Sales Consultant

2 weeks ago


Reno, Nevada, United States New York Life Full time

Are you an enthusiastic individual with a passion for helping others? If so, we have an exciting opportunity for you as a Financial Services Sales Professional at New York Life.

Role Overview: In this position, you will leverage your strong interpersonal skills to drive insurance sales among new and prospective clients. Your organizational abilities and attention to detail will be essential in providing exceptional customer service.

Key Responsibilities:

  • Maintain precise records of sales activities, client interactions, and financial documentation to communicate progress toward objectives with relevant stakeholders.
  • Engage with new and potential clients, attentively assessing their unique situations to recommend the most suitable insurance policies.
  • Deliver personalized service while implementing various marketing strategies to expand your portfolio of policyholders.
  • Work collaboratively with clients to create tailored insurance risk management profiles that address their changing needs.
  • Stay informed about industry developments that may impact your clients' insurance requirements.

Qualifications:

  • Proficiency in computer applications, particularly Microsoft Office.
  • A high school diploma is required; a college degree is advantageous.
  • Candidates must possess or be willing to obtain an insurance license.
  • Experience with accounting or sales software is a plus.
  • Strong analytical, communication, and interpersonal skills are essential; customer service aptitude is beneficial.


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