- 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
- Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
- 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
- Develop and deliver risk management strategies for each customer based on their risk profile
- Candidates must have an insurance license
- Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
- Bachelor's degree preferred; high school diploma required
- Experience with accounting and or sales lead software is a plus
- Basic computer skills with proficiency with Microsoft Office suite is necessary
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Insurance Sales Agent - Honolulu, United States - New York Life Oahu
Description
Job Description
Job DescriptionWe are seeking a motivated insurance agent with an entrepreneurial 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 todayCompensation:$100,000+ yearly
Responsibilities:As a mutual company, New York Life Oahu is uniquely aligned with the interests and priorities of those we serve. We have 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 clientele
· #71 on Fortune 100 in 2019
· Most MDRT members in any United States Mutual company 2019
· Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA) as of 7/30/18