Insurance Sales Representative

Job Description

Job Description

We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential. 

A personalized approach to insurance sales can give candidates an advantage in this role, which involves developing strategies to promote various types of new insurance policies, making updates or additions to existing policies, and gathering key client information to create risk profiles and identify coverage tailored to each individual’s needs. If you’re ready for the challenge, apply today!

Compensation:

$120,000

Responsibilities:

• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
• Create tailored risk management strategies directly with clients that align with their risk profiles
• Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs

• Create tailored risk management strategies directly with clients that align with their risk profiles
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims for customer satisfaction

Qualifications:

• Insurance license required
• High school diploma required; bachelor’s degree preferred
• Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
• Candidates should have basic computer skills and be able to use Microsoft Office programs
• Experience with accounting and or sales lead software is a plus

• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
• Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required

About Company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. With over 170 years of industry success. Some of our accolades include:

• A promise to work with you to build a strong financial future for both you and your clients
• #73 on Fortune 100 in 2020
• A leading company with many agents qualifying for MDRT2 year after year
• Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)

Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity