Life Insurance Agent

5 days ago


Charlotte, North Carolina, United States New York Life Charlotte General Office Full time

Job Summary:

We are seeking a highly motivated and results-driven Life Insurance Agent to join our team at New York Life Charlotte General Office. As a Life Insurance Agent, you will play a critical role in helping our clients achieve their financial goals by providing expert guidance on life insurance products and services.

Key Responsibilities:

  • Determine new customers' insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible.
  • Grow new business by generating a prospective customer base and advertising our insurance products via networking, asking for referrals, cold calling, and other marketing strategies.
  • Address existing and prospective customer requests in a prompt and friendly manner, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies.
  • Process current policyholders' insurance claims while monitoring the status of existing insurance claims.
  • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping.

Requirements:

  • Excellent verbal and written communication skills required.
  • Skilled with Microsoft Office.
  • Must have graduated high school or received GED, a Bachelor's degree is desired.
  • Candidates with an active Life & Health insurance license are strongly preferred.
  • Previous health insurance or life insurance experience a plus.

Compensation: $75,000 - $119,000 Projected Income at Plan



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