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Insurance Sales Representative

2 months ago

Memphis, Tennessee, United States New York Life Full time

About the Role:

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:

  • Keep accurate and up-to-date records of customer interactions, sales progress, and policy requirements.
  • Implement effective sales strategies and tactics to maintain and grow existing customer portfolios.
  • Stay informed about industry changes and protocols to ensure compliance with policy requirements and monitor insurance claims from start to finish.
  • Listen to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that meet their individual needs.
  • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles.

Requirements:

  • Some computer skills with the ability to use Microsoft Office is required.
  • 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.