Insurance Sales Agent

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
• 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
• Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
• 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

• High school diploma required; bachelor’s degree a plus
• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
• Valid insurance license required or candidates must be willing to get licensed
• Basic computer skills including proficiency with Microsoft Office suite is required
• Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations

$65,000 - $95,000 at plan yearly

As a New York Life Financial Services Representative, you'll be offering high-quality life insurance Financial Products for Insurance and Retirement Planning needs.

• Develop and implement business and marketing plans
• Prospect for potential clients
• Discuss the financial concerns and needs of individuals
• Present potential solutions using our world-class suite of products and services
• Develop your professional skills and knowledge