Insurance Sales Agent

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

Job summary

NYL - Nassau GO is hiring an entry-level insurance agent in Uniondale, NY. The ideal candidate should have strong listening skills and the ability to communicate effectively about insurance programs and plans to clients. This full-time position offers a flexible schedule and opportunities for advancement.

The role requires maintaining a portfolio of customers, evaluating their needs, and developing tailored financial solutions. Compensation starts at $120,000+ annually based on plan earnings.

Qualifications

• High school diploma required; college degree is a bonus.
• Job seekers must already have or be willing to obtain an insurance license.
• Basic computer skills including proficiency with the Microsoft Office suite.
• Ability to learn and understand state and federal regulations affecting insurance sales, insurance clients, and the industry as a whole.
• Demonstrated ability to assess clients’ potential life and financial needs and create personalized plans leveraging available products and services.

Responsibilities

• Evaluate client needs and stage-of-life priorities before presenting insurance plan options.
• Maintain a portfolio of existing customers and pursue sales with new clients.
• Commit to remaining educated about various types of insurance and policy changes.
• Develop risk management strategies for each customer.
• Ensure accurate records of all necessary bookkeeping and client reports.

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, send us your resume today!

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.
• Commit to remaining educated about the various types of insurance, insurance‑related protocols, and policy changes to ensure fulfillment of program requirements and to keep our customers satisfied.
• Develop risk management strategies for each customer to ensure policy needs are continuously met.
• Take ownership of ensuring accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals.
• 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 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

• High school diploma required; college degree is a bonus.
• Job seekers must already have or be willing to obtain an insurance license.
• Basic computer skills including proficiency with the Microsoft Office suite.
• Ability to learn and understand state and federal regulations affecting insurance sales, insurance clients, and the industry as a whole.
• Basic understanding of sales lead or accounting software is helpful.
• Demonstrated ability to assess clients’ potential life and financial needs and create personalized plans leveraging available products and services.
• Experience implementing social media and other marketing tools to generate prospects and foster long‑term relationships.
• Capability to provide comprehensive financial recommendations to clients.

Compensation

Compensation: $120,000+ at plan earnings per year.