Job Description

We are seeking a motivated insurance agent with a business-minded 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:

• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Develop and deliver risk management strategies for each customer based on their risk profile
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers' satisfaction

Qualifications:

• Excellent communication, customer service, analytical, and interpersonal skills are necessary
• Job seekers must have an insurance license
• Proficiency with accounting or sales-related software is helpful
• High school diploma required; bachelor's degree preferred
• Proven understanding of the insurance industry including insurance products, risk management and any 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 clients' 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#69 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