- Develop and deliver risk management strategies for each customer based on their risk profile
- 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
- Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
- Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
- Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
- High school diploma mandatory; four-year undergraduate degree strongly preferred
- Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
- Some computer skills with ability to use Microsoft Office is required
- Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
- Proficiency with accounting or sales-related software is helpful
- Competitive
- Enterprising
- Coachable
- Communicative1
- Self-disciplined
- Authentic
- 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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Licensed Insurance Sales Agent - Surprise, 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 today
Compensation:$80,000 - $120,000 at plan yearly
Responsibilities: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 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:Are you a leader who has the following traits?
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
