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Our rapidly expanding insurance agency is looking for a full-time Life Insurance Agent to join our team! Youll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. Well provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, wed love to hear from you. Apply today!
Responsibilities:
Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
Process current policyholders insurance claims while monitoring the status of existing insurance claims
Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
Meeting and contacting new potential clients to discuss financial concerns and needs
Conducting information-gathering meetings with clients
Analyzing client needs and presenting potential solutions
Providing ongoing service to clients
Developing and implementing personal business and marketing plans
On-going development of professional skills and knowledge
Qualifications:
High school diploma or equivalent required; Bachelors degree preferred
Current Life & Health insurance license is greatly valued
Customer service or experience as a sales representative are highly valued
Skilled with Microsoft Office
Strong interpersonal and communication skills are a must
About Company:
New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.
Full Time
$109k-160k (estimate)
05/02/2024
05/15/2024
The following is the career advancement route for Life Insurance Sales Agent positions, which can be used as a reference in future career path planning. As a Life Insurance Sales Agent, it can be promoted into senior positions as an Insurance Senior Broker that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Life Insurance Sales Agent. You can explore the career advancement for a Life Insurance Sales Agent below and select your interested title to get hiring information.