Job Description

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we're looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!
Responsibilities:

• Create tailored risk management strategies directly with clients that align with their risk profiles
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• 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
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers' satisfaction
• 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

Qualifications:

• Some experience with accounting or sales lead software is beneficial
• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
• Bachelor's degree preferred; high school diploma required
• Insurance license required
• Candidates should have basic computer skills and be able to use Microsoft Office programs
• 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

About Company:
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 2020A leading company with many agents qualifying for MDRT2 year after yearHighest 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

Skills Required