Life Insurance Sales Agent - Dallas, United States - New York Life DFW

New York Life DFW

Verified Company

Dallas, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

$75,000 - $95,000

Responsibilities:

Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
Assist current policyholders during the insurance claims process while overseeing existing insurance claims
Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
Determine new customers' insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
Evaluate new customers' insurance needs, insurance risk, existing coverage, longterm goals, and financial status through consultations to create a tailored experience that exceeds expectations
Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, inquiry responses, insurance eligibility, and questions concerning billing and insurance policies
Grow new business by generating a prospective client base via networking, asking for referrals, and other marketing strategies
Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance portfolios to ensure mutual satisfaction
Attend training and obtain relevant licenses in a timely manner

Qualifications:

Current Life & Health insurance license is greatly valued
Excellent verbal and written communication skills required
Customer service or experience as a sales representative are highly valued
Background in the health insurance or life insurance industries preferred
High school diploma or equivalent required; Bachelor's degree preferred
Highly selfmotivated and selfdisciplined with the ability to work effectively and independently
Outgoing personality with the ability to develop relationships (i.e., "People Person") and a sincere desire to help others

About Company

We are among the strongest and most respected financial companies in America today, ranking #72 on the 2022 Fortune 100 list.

New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies such as Standard and Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA).

Source:
Independent Third Party Ratings Reports as of 8/19/2022.

For over 77 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

A promise to work with you to build a strong financial future for both you and your clients.