- 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
- Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
- Remain updated about insurance industry changes that may affect customers in your portfolio
- Tailor risk management strategies and client profiles to reflect each customer's individual needs
- 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
- Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Bachelor's degree preferred; high school diploma mandatory
- Fundamental computer skills such as experience with Microsoft Office
- Working knowledge of accounting and sales lead software is a plus
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Financial Services Sales Professional - Reno, United States - New York Life
Description
Are you a motivated people person looking for the chance to break into a new industry? If the answer is "yes", we are looking for you Jump-start your career by joining our growing team as an Entry-Level Insurance Agent.
Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients.
Job seekers must have strong organizational skills, attention to detail, and an enthusiastic approach to customer service. If you're interested in an exciting opportunity to become a top-notch insurance sales representative please apply todayResponsibilities
Qualifications