Insurance Sales Professional

2 days ago


Lansing, Michigan, United States New York Life Full time
Insurance Sales Representative Job Description

We are seeking a highly motivated and organized Insurance Sales Representative to join our team at New York Life. As an Insurance Sales Representative, you will be responsible for developing and maintaining relationships with policyholders, identifying their insurance needs, and providing tailored solutions to meet those needs.

Key Responsibilities:
  • Collaborate with policyholders to understand their insurance needs and develop customized risk management profiles.
  • Conduct meetings with new and potential clients to present insurance policies and solutions.
  • Implement marketing strategies to connect with potential clients and maintain a portfolio of current clients.
  • Manage sales databases, client reports, and bookkeeping records to track progress and share with key stakeholders.
  • Stay up-to-date on insurance industry developments, protocols, and policy changes to ensure compliance and customer satisfaction.
Requirements:
  • Basic understanding of sales lead or accounting software.
  • Fundamental computer skills, including experience with Microsoft Office.
  • High school diploma required; bachelor's degree a plus.
  • Valid insurance license required or willingness to obtain one.
Compensation:

$50,000 to $plan



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