Sales and Portfolio Development Specialist
3 days ago
New York Life - Lance Gillman is seeking a Sales and Portfolio Development Specialist to join our team. As an entrepreneurial insurance agent, you'll have the opportunity to identify sales leads, cultivate a pool of prospective clients, and oversee a robust portfolio of clients.
We're looking for a highly motivated individual with a strong background in the insurance industry, preferably with experience in related roles such as referrals, networking, cold calls, marketing initiatives, and proactive sales strategies. We'll provide you with the training, mentoring, and support needed to take your career to the next level.
Responsibilities
As a Sales and Portfolio Development Specialist, you'll be responsible for:
• Working closely with policyholders to develop tailored risk management plans
• Continuously updating your knowledge on insurance industry developments to ensure compliance with all policy requirements and monitoring customer satisfaction
• Maintaining and growing existing client portfolios through effective sales strategies, resulting in long-term customer loyalty
• Ensuring bookkeeping systems, sales databases, and customer records are up-to-date to report progress to stakeholders
We expect candidates to have basic computer skills and proficiency in Microsoft Office programs. An active insurance license is also required. Experience with accounting and sales lead software is a plus.
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