Licensed Life Insurance Sales Agent

New York Life; Atlanta (GA); On-site; USD 70,000 - 100,000; Full time

Job summary

New York Life is seeking a life insurance agent with outstanding customer service skills to join our growing agency and help clients achieve their financial goals. You will be on the front lines of insurance sales, helping new customers navigate products, processing claims and inquiries, and developing a lead list to secure new business.

If you are motivated by making a positive impact on clients' lives and building lasting relationships, this role offers meaningful work in a supportive team.

Qualifications

• Understand client needs and financial concerns.
• Educate clients on planning for future events/circumstances.
• Promote ways for clients to achieve long-term financial goals.
• Cultivate relationships to secure financial security for families/individuals.
• Build insurance/financial practice through networking and prospecting.
• Provide compassion and guidance during life events.

Responsibilities

• Sell insurance products and develop new business via networking and referrals.
• Communicate clearly, both written and verbal.
• Help families and businesses be good at life.
• Demonstrate strong business acumen and professional demeanor.
• Maintain perseverance and client trust over time.
• Engage with the community and leverage personal networks.
• Grow new business by generating a prospective customer base and advertising our products.

Skills

Client needs analysis

Financial planning guidance

Networking & referrals

Relationship building

Communication skills

Sales experience

Licensing preferred

Education level

Empathy & service

Education

Life & Health license preferred

Bachelor's degree

High school diploma or GED

Job description

We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on the lives of the clients we serve excites you.

Compensation

$70,000 - $100,000 yearly

Qualifications

• Ability to understand the needs and financial concerns of clients
• Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter
• Promote customized ways for clients to achieve their long-term financial goals
• Cultivating relationships with a view to helping every family member or individual pursue financial security
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
• Providing compassion and guidance to clients when unfortunate life circumstances arise
• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time
• Candidates with an active Life & Health insurance license are strongly preferred
• Must have graduated high school or received GED, a Bachelor's degree is desired
• Previous health insurance or life insurance experience a plus
• Possesses outstanding interpersonal and communication skills
• Client service experience as a sales representative a plus

Responsibilities

• Sales experience preferred - business mindset, no mile too far
• Strong communication skills, both written and verbal
• Desire to help families and businesses to "Be Good At Life"
• Strong business acumen
• Professional business demeanor
• Perseverance in the face of a challenge
• Ability to engage your community and leverage personal networks/contacts
• Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
• Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
• Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
• Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies