Insurance Sales Agent

Description

Are you ready to make a meaningful impact while growing your career in the finance industry? At New York Life, we empower individuals, families, and businesses to secure their financial futures. As an entry-level insurance agent, you'll be part of a team that values collaboration and professional growth. Your role will be to engage with clients, helping them navigate insurance sales with confidence and clarity. We're looking for driven individuals with strong communication skills who are eager to learn and excel. If you're organized, attentive to detail, and passionate about providing excellent customer service, this is your chance to shine. Join us and become an integral part of a supportive community where your contributions truly matter.

Responsibilities

• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
• Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
• 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
• 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
• Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective 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)
• Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
• Candidates must have or be willing to get an insurance license
• Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
• Basic understanding of sales lead or accounting software is helpful
• Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole