Fast Track Partner

New York Life Insurance Co.; Cedar Rapids (IA); On-site; USD 60,000 - 100,000; Full time

Job summary

New York Life Insurance Co. in Cedar Rapids seeks a hands-on leader to guide a team of insurance professionals, build relationships with clients, and deliver tailored financial protection plans.

You will set sales targets, mentor agents, and ensure top-tier service while upholding regulatory standards. The ideal candidate has an active insurance license, strong analytical and interpersonal skills, and a track record of growing portfolios.

Qualifications

• Insurance license required.
• Strong analytical and customer-service skills.
• Bachelor's degree preferred; high school diploma required.

Responsibilities

• Lead and inspire a team of insurance professionals to achieve sales targets and deliver exceptional client service.
• Develop and implement strategic plans to expand the client base and enhance customer satisfaction.
• Foster strong, lasting relationships with clients by understanding their needs and providing tailored insurance solutions.
• Collaborate with team members to identify opportunities for process improvements and innovation.
• Monitor industry trends and competitor activities to ensure our offerings remain competitive and relevant.
• Provide mentorship and guidance to team members, supporting their professional growth and development.
• Ensure compliance with all regulatory requirements and company policies to maintain our reputation for integrity and trustworthiness.
• Create tailored risk management strategies directly with clients that align with their risk profiles
• Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long‑term customer loyalty
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction

Skills

Analytical skills

Interpersonal communication

Customer service

Education

Bachelor's degree preferred

High school diploma required

Tools

Accounting software

Sales software

Microsoft Office

Job description

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organizational skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!

Compensation

$100,000+

Qualifications

• Candidates must have an insurance license
• Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
• Bachelor’s degree preferred; high school diploma required
• Proficiency with accounting or sales-related software is helpful
• Some computer skills with ability to use Microsoft Office is required

Responsibilities

• Lead and inspire a team of insurance professionals to achieve sales targets and deliver exceptional client service.
• Develop and implement strategic plans to expand the client base and enhance customer satisfaction.
• Foster strong, lasting relationships with clients by understanding their needs and providing tailored insurance solutions.
• Collaborate with team members to identify opportunities for process improvements and innovation.
• Monitor industry trends and competitor activities to ensure our offerings remain competitive and relevant.
• Provide mentorship and guidance to team members, supporting their professional growth and development.
• Ensure compliance with all regulatory requirements and company policies to maintain our reputation for integrity and trustworthiness.
• Create tailored risk management strategies directly with clients that align with their risk profiles
• Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long‑term customer loyalty
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction