Accounting, Analysis Skills, Bookkeeping, Cash Flow, Cold Calling Skills, Communication Skills, Computer Skills, Customer Relationship Management (CRM), Customer Support/Service, Customer/Client Research, Federal Laws and Regulations, Financial Planning, Financial Services, Insurance, Insurance Sales, Interpersonal Skills, Life Insurance, Management Strategy, Microsoft Office, Mutual Funds, Needs Assessment, Revenue Growth, Risk, Risk Management, Sales, Sales Prospecting, Sales Strategy, Seminars, Social Media Marketing, State Laws and Regulations
We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communication skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative!
Compensation:$120,000+ at plan earnings
Responsibilities:- Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
- Tailor risk management strategies and client profiles to reflect each customer’s individual needs
- Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
- Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
- Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
- 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
- Working knowledge of accounting and sales lead software is a plus
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Candidates must have or be willing to get an insurance license
- Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
- 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)