Life Insurance Sales Professional

3 days ago


Orlando, Florida, United States New York Life - Orlando Full time
Job Overview

New York Life - Orlando is seeking a skilled Life Insurance Agent to expand our customer base and market our insurance products. The ideal candidate will have a strong drive to succeed, excellent communication skills, and outstanding customer service skills.

Key Responsibilities:
  • Onboard new clients and retain existing ones through various customer service tasks, including appointment booking and responding to inquiries.
  • Assist policyholders during the insurance claims process and oversee existing insurance claims.
  • Maintain accurate databases, records, and bookkeeping to ensure all paperwork is up to date.
  • Expand our prospective customer base and market our insurance products through networking, referrals, cold calling, and various marketing strategies.
  • Evaluate new customers' insurance needs, risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience.
Requirements:
  • A valid Life & Health insurance license is strongly preferred.
  • Previous customer service or sales experience is a plus.
  • A high school diploma or GED is required; a Bachelor's degree is a plus.
  • Familiarity with the Microsoft Office suite is necessary.
  • Outstanding interpersonal and communication skills are essential.
About New York Life - Orlando

We are a leading financial company with a strong reputation, consistently appearing on the Fortune 100 list. We have earned the highest possible financial strength ratings from the four major rating agencies: Standard & Poor's (AA+), A.M. Best (A++), Moody's (Aaa), and Fitch (AAA). For over 60 years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance.



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