Insurance Agent - Surprise, United States - New York Life - Lance Gillman
Description
$80,000 - $120,000 at plan yearlyResponsibilities:
- Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
- 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 longterm customer loyalty
- Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stageoflife priorities, and present insurance plan options tailored to their individual circumstances
- Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers' satisfaction
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses.
You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing such as preparing for retirement and saving for college.
As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come.
You will grow personally and professionally along with your clients.Qualifications:
- Bachelor's degree preferred; high school diploma required
- Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
- Job seekers must have an insurance license
- Excellent communication, customer service, analytical, and interpersonal skills are necessary
- Competitive
- Enterprising
- Coachable
- Communicative
- Selfdisciplined
- Authentic
About Company
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities.
We had over 176 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
- A leading company with many agents qualifying for MDRT 2 year after year
- 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 9/12/1
- Full benefits when hired and 3 separate pension
**Lance Gillman Senior Partner, New York Life
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