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Insurance Sales Representative
2 months ago
We are seeking a highly skilled and motivated Insurance Sales Representative to join our team at New York Life - Fields Team. As an Insurance Sales Representative, you will be responsible for connecting new, existing, and prospective clients with the insurance program that best meets their individual needs.
Key Responsibilities- Client Acquisition and Retention
- Develop and implement sales strategies to acquire new clients and retain existing ones
- Build and maintain strong relationships with clients to understand their insurance needs and provide tailored solutions
- Insurance Product Knowledge
- Stay up-to-date on insurance industry changes and protocols to fulfill all policy requirements
- Monitor insurance claims from start to finish and provide excellent customer service
- Business Development
- Identify and pursue new business opportunities to grow existing customer portfolios
- Develop and deliver risk management strategies that fit individual client profiles
- Education and Experience
- Bachelor's degree in a related field or equivalent experience
- Some computer skills with ability to use Microsoft Office
- Insurance License
- Candidates must have an insurance license
- Skills and Qualifications
- 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
- Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
New York Life is a Fortune 100 company with a long history of doing good. In business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We're focused on the long-term success of our clients.
Awards & Accolades... We're proud of our financial strength:
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody's)
- AA+ Very Strong (Standard & Poor's)
We're proud of the training we offer:
- Training Magazine's APEX Award for 2022
We're proud to be recognized by organizations that also value diversity:
- Human Rights Campaign: 2022 Corporate Equality Index
- Forbes 2022: America's Best Employers for Diversity
- Latino Leaders 2022 Best Companies for Latinos to Work For
New York Life is an EOE – M/F/Veteran/Disability/Sexual Orientation/Gender Identity