What are the responsibilities and job description for the Insurance Sales Agent position at New York Life Iowa General Office?
$100,000
Responsibilities:
- Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
- Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
- Develop and deliver risk management strategies for each customer based on their risk profile
- Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
- Lead and inspire a team of insurance professionals to achieve sales targets and deliver exceptional client service.
- Develop and implement strategic plans to expand the client base and enhance customer satisfaction.
- Foster strong, lasting relationships with clients by understanding their needs and providing tailored insurance solutions.
- Collaborate with team members to identify opportunities for process improvements and innovation.
- Monitor industry trends and competitor activities to ensure our offerings remain competitive and relevant.
- Provide mentorship and guidance to team members, supporting their professional growth and development.
- Ensure compliance with all regulatory requirements and company policies to maintain our reputation for integrity and trustworthiness.
Qualifications:
- Insurance license required
- Some experience with accounting or sales lead software is beneficial
- Excellent communication, customer service, analytical, and interpersonal skills are necessary
- Candidates should have basic computer skills and be able to use Microsoft Office programs
- High school diploma mandatory; four-year undergraduate degree strongly preferred
About Company
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A ), Standard & Poor’s (AA ), Moody’s Investors Service (Aaa), and Fitch (AAA)¹.
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/
Salary : $100,000