Insurance Sales Agent

Job Description

Job Description

Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients. Job seekers must have strong organization skills, attention to detail, and an enthusiastic approach to customer service. If you're interested in an exciting opportunity to become a top-notch insurance sales representative please apply today! Compensation:

$120,000+ at plan earnings

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
• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
• 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
• Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders

• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products

Qualifications:

• Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
• Basic computer skills including proficiency with Microsoft Office suite is required
• Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
• Job seekers must already have or be willing to get an insurance license
• Experience using accounting or sales-related software is beneficial

• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products

About Company

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

Awards & Accolades

We’re proud of our financial strength:

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)