Job Description
Job Description
Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients. Job seekers must have strong organization skills, attention to detail, and an enthusiastic approach to customer service. If you're interested in an exciting opportunity to become a top-notch insurance sales representative, please apply today!
Compensation:
$120,000+ at plan earnings
Responsibilities:
- Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
- Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
- Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
- Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
- Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
- Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
- Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
- Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
- Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
- Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
Qualifications:
- Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
- Candidates must have or be willing to get an insurance license
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- High school diploma necessary; college degree a bonus
- Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
- Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
- Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
- Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
About Company
About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
Awards & Accolades
We’re proud of our financial strength:
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody’s)
- AA+ Very Strong (Standard & Poor’s)