Job Description

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 communications 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! Responsibilities:

• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
• 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
• Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
• Tailor risk management strategies and client profiles to reflect each customer’s individual needs

Qualifications:

• Job seekers must already 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
• Basic understanding of sales lead or accounting software is helpful
• Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
• Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial

About Company: Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any life insurer in the United States. We proudly have more MDRT members than any other company and know what it takes to help you be successful.

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