Life Insurance Sales Representative

3 weeks ago

Florida USA, United States New York Life Full time

Life Insurance Agent Career Opportunity

We are seeking a highly motivated and customer-focused Life Insurance Agent to join our team at New York Life. As a Life Insurance Agent, you will be responsible for growing a list of prospective clients, marketing our insurance products, and helping policyholders navigate the claims process.

Key Responsibilities:

  • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies.
  • Assist current policyholders during the insurance claims process while overseeing existing insurance claims.
  • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date.
  • Expand our prospective customer base and market our insurance products via networking, referrals, cold calling, and various marketing strategies to bring in new business.
  • Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.

Qualifications:

  • Candidates with an active Life & Health insurance license are strongly preferred.
  • Previous customer service or experience as a sales representative preferred.
  • Candidates must have a high school diploma or GED; a Bachelor's degree is a plus.
  • Familiarity with the Microsoft Office suite.
  • Possesses outstanding interpersonal and communication skills.

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