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Life Insurance Sales Representative

2 months ago

Dallas, Texas, United States New York Life DFW Full time
About the Role

We are seeking a highly motivated and results-driven Life Insurance Agent to join our team at New York Life DFW. As a Life Insurance Agent, you will play a critical role in helping individuals and families achieve their financial goals by providing personalized insurance solutions.

Key Responsibilities
  • Evaluate Customer Needs: Conduct thorough consultations to understand customers' insurance needs, risk, existing coverage, long-term goals, and financial status.
  • Provide Exceptional Customer Service: Offer warm and professional service to new and existing clients, including onboarding, booking appointments, and responding to inquiries.
  • Grow New Business: Develop a prospective client base through networking, referrals, and other marketing strategies.
  • Stay Up-to-Date on Industry Developments: Stay current on insurance industry protocols, policy changes, and continuing education requirements.
  • Maintain Accurate Records: Ensure all paperwork, databases, and bookkeeping are up-to-date and accurate.
Requirements
  • Self-Motivation and Discipline: Possess the ability to work independently and effectively.
  • Outgoing Personality: Develop strong relationships with customers and colleagues.
  • Insurance License: Active Life & Health insurance license is a strong asset.
  • Education: High school diploma or equivalent, with a Bachelor's degree preferred.
  • Interpersonal and Communication Skills: Possess outstanding skills in these areas.