Insurance Sales Agent

NYL - Nassau GO; Town of Hempstead (NY); On-site; USD 108,000 - 132,000; Full time

Job summary

New York Life is seeking an entry-level insurance agent to join a growing team in the New York area. You will reach potential clients through networking, referrals, and marketing strategies while building a portfolio of existing clients.

Responsibilities include presenting tailored insurance policies, keeping detailed records, and staying informed on industry changes. A license is required or you must be willing to obtain one; MS Office proficiency is expected.

Qualifications

• Strong communication and listening skills essential.
• Ability to explain insurance programs and plans clearly.
• Willingness to learn about industry regulations and products.
• Must have or be willing to obtain an insurance license.
• Customer service experience is a plus.

Responsibilities

• Implement marketing strategies to connect with potential clients and maintain current client portfolios.
• Develop risk management strategies to meet policy needs.
• Maintain accurate records of bookkeeping, client, and sales reports.

Skills

Communication

Interpersonal skills

CRM usage

Education

Insurance license

Tools

Microsoft Office

Job description

About this position

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.

Compensation:

$120,000+ at plan earnings

Responsibilities:

• Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
• Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
• 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
• Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
• Remain updated about insurance industry changes that may affect customers in your portfolio

• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products

Qualifications:

• Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
• Working knowledge of accounting and sales lead software is a plus
• 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
• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus

• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products

About Company

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

Awards & Accolades

We’re proud of our financial strength:

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)

Salary Information