Insurance Agent Professional

1 week ago


Medford, New York, United States New York Life Full time

About New York Life

We are seeking a motivated and personable new employee to join our insurance agent team who is seeking a new learning opportunity with lots of room for growth.

The ideal candidate for our entry-level insurance agent position has the solid communications skills it takes to drive insurance sales among potential clients and new clients.

Bring a friendly attitude and a passion for customer service, and we'll invest our resources into training you to be a successful insurance sales representative.

Responsibilities

  • Implement marketing strategies, including cold calling and networking, to connect with potential clients while maintaining a portfolio of current clients.
  • Stay up-to-date on changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients.
  • Conduct meetings with new and potential clients, carefully listening to their individual circumstances to present the best insurance policies to meet their needs.
  • Keep accurate logs of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders.
  • Develop risk management strategies for each customer to ensure their policy needs are continuously met.

Qualifications

  • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole.
  • Bachelor's degree preferred; high school diploma mandatory.
  • Strong analytical, communication, and interpersonal skills required; customer service experience is a plus.
  • Experience using accounting or sales-related software is beneficial.
  • Candidates must have or be willing to get an insurance license.


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