Insurance Sales Agent

New York Life - John Judkins; Boston (MA); On-site; USD 60,000 - 100,000; Full time

Job summary

New York Life - John Judkins is seeking an entry-level insurance agent to join our growing team. You will learn to explain insurance programs, identify client needs, and help new customers make informed coverage choices.

This full-time role offers commission-based income with strong advancement potential, training, and support to help you build your client base through networking and referrals. Previous sales or customer-service experience is a plus, but onboarding is provided to help you

Qualifications

• High school diploma required.
• Bachelor's degree a plus.
• Willingness to obtain an insurance license.
• Experience with Microsoft Office programs is helpful.

Responsibilities

• Spend time listening to clients to evaluate needs before presenting insurance plan options.
• Maintain a portfolio of existing customers and pursue sales with new clients using sales strategies.
• Tailor risk management strategies to reflect each customer's needs.
• Stay updated on rules or policies to amend programs for clients as needed.
• Update reports and records to track progress toward monthly sales goals.

Skills

People skills

Listening skills

Sales skills

Education

High school diploma

Bachelor's degree a plus

Tools

Microsoft Office

Sales lead software

Job description

Jump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you're seeking a flexible full-time position that offers a world of advancement potential

Responsibilities

• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
• 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
• Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
• Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals

Qualifications

• High school diploma required; bachelor's degree a plus
• Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
• Basic understanding of sales lead or accounting software is helpful
• Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
• Candidates must have or be willing to get an insurance license

Compensation

Compensation: $60,000 - $100,000 at plan commission

$60,000-$100,000 per year