What are the responsibilities and job description for the Insurance Agent position at NYL - Los Angeles, CA?
$120,000
Responsibilities:- 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
- Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
- Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
- Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
- 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
- Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
- High school diploma mandatory; four-year undergraduate degree strongly preferred
- Proficiency with accounting or sales-related software is helpful
- Candidates must have an insurance license
- Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
- 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
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
Salary : $120,000