Insurance Sales Agent

New York Life Insurance Co.; Cedar Rapids (IA); Presencial; USD 90.000 - 110.000; Jornada completa

Descripción de la vacante

New York Life Insurance Co. is seeking a dynamic, client‑facing leader to manage a team of insurance professionals. You will drive sales targets, build strong client relationships, and deliver tailored insurance solutions while maintaining rigorous compliance with industry regulations.

The role emphasizes strategic planning, mentoring, and cross‑functional collaboration to grow the business and improve customer satisfaction in a fast‑paced environment.

Formación

• License to sell insurance is required.
• Strong communication, customer service, analytical and interpersonal skills are necessary.
• High school diploma mandatory; four-year undergraduate degree strongly preferred.
• Experience with accounting or sales lead software is beneficial.
• Basic computer skills and proficiency with Microsoft Office programs are expected.

Responsabilidades

• 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 client relationships 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 keep offerings competitive.
• Provide mentorship and guidance to team members to support growth.
• Ensure compliance with regulatory requirements and company policies.

Conocimientos

Excellent communication

Customer service

Analytical skills

Interpersonal skills

Educación

High school diploma

Bachelor's degree preferred

Herramientas

Microsoft Office

Sales lead software

Descripción del empleo

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

• Insurance license required
• Excellent communication, customer service, analytical, and interpersonal skills are necessary
• High school diploma mandatory; four-year undergraduate degree strongly preferred
• Some experience with accounting or sales lead software is beneficial
• Candidates should have basic computer skills and be able to use Microsoft Office programs

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.
• Develop and deliver risk management strategies for each customer based on their risk profile
• Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
• Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish