Insurance Sales Agent

New York Life Insurance - Hui Ling Zhang; New York (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

New York Life Insurance - Hui Ling Zhang is seeking an entry-level insurance sales agent to learn and grow in a structured training program. Candidates should bring strong communication and customer-service skills to identify client needs and drive insurance sales.

The role focuses on building relationships, maintaining client records, and applying sales strategies, including networking and referrals, to expand the client base.

Qualifications

• High school diploma required; college degree preferred.
• Willingness to obtain an insurance license as needed.
• Basic computer skills including MS Office are expected.

Responsibilities

• Collaborate with policyholders to develop risk management profiles and choose best policies.
• Maintain a portfolio of existing customers and pursue sales with new clients using various strategies.
• Ensure accurate records of bookkeeping, client, and sales reports to track goals.

Skills

Communication skills

Customer service mindset

Sales ability

Education

High School Diploma

College degree (bonus)

Tools

Microsoft Office

Accounting software

Sales software

Job description

We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communications skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative!

Responsibilities

• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
• Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
• Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
• Remain updated about insurance industry changes that may affect customers in your portfolio
• Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales

Qualifications

• Job seekers must already have or be willing to get an insurance license
• Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
• High school diploma necessary; college degree a bonus
• Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
• Experience using accounting or sales-related software is beneficial

Compensation

$60.000-$100,000 commission-based position with bonuses and incentives. Income is performance-based, and there is upside earning potential.