Life Insurance Sales Agent

New York Life Insurance Co.; Atlanta (GA); In loco; USD 70.000 - 100.000; Tempo pieno

Descrizione del lavoro

New York Life Insurance Co. is seeking a life insurance agent with exceptional customer service to join our growing agency in Atlanta. You will help clients understand products, process inquiries, and cultivate leads to secure new business.

If you are passionate about helping families achieve financial goals, apply today. Responsibilities include presenting insurance options, educating clients on planning for future events, and building lasting relationships through referrals and networking.

Competenze

• Ability to understand the needs and financial concerns of clients.
• Strong verbal and written communication skills.
• Bachelor's degree preferred; high school diploma or GED required.

Mansioni

• 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
• Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
• Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
• Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
• Manage electronic and paper records and ensure all contracting paperwork is kept current
• Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies

Conoscenze

Understand client needs

Financial planning education

Customized financial planning

Relationship building

Networking & prospecting

Compassionate service

Long-term client relationships

Life & Health license (bonus)

Industry experience

Verbal & written communication

Customer service / sales experience

Formazione

High school diploma or GED

Bachelor's degree preferred

Descrizione del lavoro

We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our 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 clients’ lives excites you, start your application today.

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
• Active Life & Health insurance license is a strong bonus
• Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
• Background in the health insurance or life insurance industries preferred
• Excellent verbal and written communication skills required
• Previous customer service or experience as a sales representative preferred

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
• Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
• Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
• Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
• Manage electronic and paper records and ensure all contracting paperwork is kept current
• Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies