What are the responsibilities and job description for the Life Insurance Sales Agent position at New York Life - Orlando?
We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on clients’ lives excites you, start your application today.
Compensation:$75,000 - $113,000 at plan yearly
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
- Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
- Assist current policyholders during the insurance claims process while overseeing existing insurance claims
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
- Previous customer service or experience as a sales representative preferred
- Active Life & Health insurance license is a strong bonus
- Skilled with Microsoft Office
- Background in the health insurance or life insurance industries preferred
- Must have graduated high school or received GED, a Bachelor’s degree is desired
We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major rating agencies: Standard & Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA)1. For over 60 years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Salary : $75,000 - $113,000