Insurance Sales Representative

3 weeks ago


Memphis, Tennessee, United States New York Life Full time
Insurance Sales Agent

We are seeking a skilled Insurance Sales Agent to join our team at New York Life. As an Insurance Sales Agent, you will be responsible for connecting new, existing, and prospective clients with the insurance program that best meets their individual needs.

Key Responsibilities:
  • Develop and implement sales strategies to maintain and grow existing customer portfolios.
  • Stay up-to-date on insurance industry changes and protocols to ensure compliance with policy requirements.
  • Assess clients' priorities and finances to determine suitable insurance plan options.
  • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles.
Requirements:
  • Some computer skills with ability to use Microsoft Office.
  • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations.
  • Experience with accounting and or sales lead software is a plus.
  • Candidates must have an insurance license.
  • Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role.


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