Fast Track Partner

New York Life; Cedar Rapids (IA); On-site; USD 90,000 - 120,000; Full time

Job summary

New York Life is 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 role emphasizes proactive lead generation, strategic planning, and delivering tailored insurance solutions to meet individual needs.

You will train, mentor, and support a team, while maintaining regulatory compliance and a focus on growth and client trust within a dynamic market.

Qualifications

• Must have an insurance license.
• Understanding of the insurance industry, insurance products, risk management profiles, and related state and federal regulations.
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required.
• High school diploma required; bachelor’s degree preferred.
• Experience with accounting and or sales lead software is a plus.

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.
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas 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
• Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction

Skills

Interpersonal skills

Communication skills

Customer service skills

Analytical skills

Education

High school diploma

Bachelor’s degree

Tools

CRM software

Bookkeeping software

Job description

We 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.

Compensation

$100,000+

Qualifications

• Job seekers must have an insurance license
• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
• High school diploma required; bachelor’s degree preferred
• Experience with accounting and or sales lead software is a plus

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.
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas 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
• Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction