- Develop and deliver risk management strategies for each customer based on their risk profile
- Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers' satisfaction
- Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
- Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
- We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job it's a career with purpose and opportunity
- 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 a Licensed Insurance Sales 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 clients
- Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
- High school diploma mandatory; four-year undergraduate degree strongly preferred
- Candidates should have basic computer skills and be able to use Microsoft Office programs
- Experience with accounting and or sales lead software is a plus
- Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
- Be a people person
- Exhibit keen listening
- Have strong attention to detail
- Have a knack for navigating the finer details in business or financial planning
- Insurance license or willing to obtain
- A promise to work with you to build a strong financial future for both you and your clients
- #73 on Fortune 100 in 2020
- 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 9/12/19
- Full benefits when hired and 3 separate pension
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Insurance Sales Agent - Mesa, United States - New York Life - Lance Gillman
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:$55,000 - $80,000 at plan
Responsibilities: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:
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Lance Gillman Senior Partner, New York Life
