Insurance Sales Agent
New York Life Insurance Company
Description We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communication skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we'll invest our resources into training you to be a successful insurance sales representative! Responsibilities • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
• Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
• Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients Qualifications • Willingness to learn about investments, investment programs, and language for approaching clients and prospects when speaking on these services. Willing to get necessary licenses (SIE, Series 63, Series 7)
• Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
• Experience using accounting or sales-related software is beneficial
• Valid insurance license required or candidates must be willing to get licensed
• Fundamental computer skills such as experience with Microsoft Office
• Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
• Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients Qualifications • Willingness to learn about investments, investment programs, and language for approaching clients and prospects when speaking on these services. Willing to get necessary licenses (SIE, Series 63, Series 7)
• Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
• Experience using accounting or sales-related software is beneficial
• Valid insurance license required or candidates must be willing to get licensed
• Fundamental computer skills such as experience with Microsoft Office
Vacancy posted 21 hours ago
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