Job Description

We are seeking a motivated insurance agent with an entrepreneurial spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today! Responsibilities:

• 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
• Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
• 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
• We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job, it’s a career with purpose and opportunity
• You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
• As a Licensed Insurance Sales Agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients

Qualifications:

• High school diploma required; bachelor’s degree preferred
• Some computer skills with ability to use Microsoft Office is required
• Excellent communication, customer service, analytical, and interpersonal skills are necessary
• Experience with accounting and or sales lead software is a plus
• Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
• Be a people person
• Exhibit keen listening
• Have a strong attention to detail
• Have a knack for navigating the finer details in business or financial planning
• Insurance license or willing to obtain

About Company: As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 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 2020A leading company with many agents qualifying for MDRT 2 year after yearHighest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19Full benefits when hired and 3 separate pensionsNew York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity Lance Gillman, Senior Partner, New York Life

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