Life Insurance Agent

4 weeks ago


Bismarck, North Dakota, United States New York Life Insurance Company Full time
Life Insurance Agent Job Description

We are seeking a highly motivated and customer-focused Life Insurance Agent to join our team at New York Life Insurance Company.

As a Life Insurance Agent, you will be responsible for:

  • Providing financial advice and strategies to clients through educational meetings or seminars
  • Assessing clients' potential life and financial needs to create individualized financial plans
  • Using a CRM to organize clients' financial status, goals, cash flow, and monetary expectations
  • Helping clients implement financial recommendations, such as life insurance, savings plans, and other financial products
  • Leveraging marketing and social media tools to identify, pursue, and secure new clients
  • Growing new business by generating a prospective customer base and advertising our insurance products
  • Maintaining databases, records, and bookkeeping, ensuring all paperwork is up to date
  • Onboarding incoming and retaining existing clients through various customer service tasks
  • Assisting current policyholders during the insurance claims process and overseeing existing insurance claims

Requirements:

  • Active investment licenses preferred
  • Skilled with Microsoft Office
  • Strong interpersonal and communication skills
  • Customer service or sales experience highly valued
  • Active Life & Health insurance license a strong bonus

If you are a motivated and customer-focused individual with a passion for helping others, we encourage you to apply for this exciting opportunity.


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