Insurance Sales Professional

5 days ago


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

We are seeking a motivated and people-oriented individual to join our team as an entry-level insurance agent. As an insurance sales representative, you will have the opportunity to develop strong relationships with policyholders and provide them with tailored insurance solutions to meet their evolving needs.

Key Responsibilities:
  • Collaborate with policyholders to create personalized insurance risk management profiles and recommend the best policies for their needs.
  • Conduct meetings with new and potential clients to understand their individual circumstances and present the most suitable insurance policies.
  • Implement effective marketing strategies, including cold calling and networking, to connect with potential clients and maintain a portfolio of current clients.
  • Maintain accurate records of sales databases, client reports, and bookkeeping records to track progress and share with key stakeholders.
  • Stay up-to-date with industry developments, insurance protocols, and policy changes to ensure compliance and customer satisfaction.
Requirements:
  • Basic understanding of sales lead or accounting software is beneficial.
  • Fundamental computer skills, including experience with Microsoft Office.
  • High school diploma required; bachelor's degree preferred.
  • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations.
  • Valid insurance license required or willingness to obtain one.


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