Life Insurance Agent
4 weeks ago
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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