EntryLevel Life Insurance Sales Agent

NYL - John Kelly; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

A reputable life insurance company in New York seeks a motivated Life Insurance Agent to help clients achieve their financial goals. Candidates should have a high school diploma, with preference given to those holding a bachelor's degree and an active Life and Health insurance license. The role includes onboarding clients and processing claims.

Qualifications

• Active Life and Health insurance license preferred.
• Previous experience in sales is advantageous.

Responsibilities

• Ensure all contracting paperwork is up to date.
• Identify new client insurance needs by scheduling meetings.
• Onboard and retain existing clients.
• Develop a prospective customer base through marketing strategies.
• Process current policyholders’ insurance claims.

Skills

Outstanding interpersonal skills

Communication skills

Customer service experience

Education

High school diploma or equivalent required

Bachelor’s degree preferred

Tools

Microsoft Office suite

Job description

If you are searching for an excellent opportunity to grow your career as a life insurance agent, this job is for you! We are seeking a highly motivated, self-disciplined candidate interested in helping clients identify and reach their financial goals. Armed with our expansive suite of products and the support of our agents, you will guide individuals, families, and businesses through customized financial strategies. Apply today for a rewarding career in a stable, industry-leading company centered on doing what is right for its customers! Responsibilities: • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping • Identify new client insurance needs, insurance risks, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business • Process current policyholders’ insurance claims while monitoring the status of existing insurance claim Qualifications: • High school diploma or equivalent required; Bachelor’s degree preferred • Candidates with an active Life and Health insurance license are strongly preferred • Previous customer service or experience as a sales representative preferred • Possesses outstanding interpersonal and communication skills • Familiarity with the Microsoft Office suite Compensation: $70,000 - $90,000 at plan yearly

• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping • Identify new client insurance needs, insurance risks, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business • Process current policyholders’ insurance claims while monitoring the status of existing insurance claim

Compensation:
$70,000-$90,000 per year