Insurance Sales Representative

2 weeks ago


Medford, Oregon, United States New York Life - Melville Full time
Job Overview

We are seeking a dedicated and personable individual to join our insurance sales team, offering an excellent opportunity for professional development and advancement. The ideal candidate for this entry-level position will possess strong communication skills essential for driving insurance sales among both prospective and existing clients.

Compensation:

$75,000 at plan annually

Key Responsibilities:
  • Execute marketing initiatives, including cold calling and networking, to engage potential clients while managing a portfolio of existing customers.
  • Stay informed about updates to regulations and policies within the insurance sector to effectively adjust insurance offerings for current and prospective clients.
  • Conduct consultations with new and potential clients, attentively assessing their unique situations to recommend the most suitable insurance policies.
  • Maintain accurate records of sales activities, client interactions, and financial documentation to report progress toward objectives to relevant stakeholders.
  • Formulate risk management strategies tailored to each client to ensure their insurance needs are consistently met.
Qualifications:
  • Willingness to learn and comprehend state and federal regulations impacting insurance sales and the broader insurance industry.
  • A bachelor's degree is preferred; a high school diploma is required.
  • Strong analytical, communication, and interpersonal skills are essential; prior customer service experience is advantageous.
  • Familiarity with accounting or sales-related software is beneficial.
  • Candidates must possess or be willing to obtain an insurance license.
About New York Life

New York Life, founded in 1845, is recognized as one of the most reputable and successful organizations in the United States and globally. With its headquarters in New York City, New York Life's family of companies provides life insurance, retirement income solutions, and long-term care insurance. New York Life Investment Management LLC offers institutional asset management and retirement plan services, while other affiliates provide a variety of securities products and services, including institutional and retail mutual funds.



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