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Insurance Sales Representative

Company: New York Life - Lance Gillman
Location: Flagstaff
Posted on: January 20, 2023

Job Description:

Job DescriptionWe want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communications skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we'll invest our resources into training you to be a successful insurance sales representative!Compensation:$80,000 - $100,000 at planResponsibilities:

  • Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
  • Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
  • Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
  • Tailor risk management strategies and client profiles to reflect each customer's individual needs
  • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
    • Carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
    • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
    • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
    • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfiedQualifications:
      • Basic understanding of sales lead or accounting software is helpful
      • Bachelor's degree preferred; high school diploma mandatory
      • Basic computer skills including proficiency with Microsoft Office suite is required
      • Job seekers must already have or be willing to get an insurance license
      • Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
        • High school diploma required
        • Candidates must have or be willing to get an insurance license
        • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
        • Strong analytical, communication, and interpersonal skills are required
        • Customer service experience is a plusAbout CompanyAs 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
          • #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 pensionNew York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender IdentityLance Gillman Senior Partner, New York Life

Keywords: New York Life - Lance Gillman, Flagstaff , Insurance Sales Representative, Sales , Flagstaff, Arizona

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