Life Insurance Sales Agent

New York Life; Fort Collins (CO); On-site; USD 75,000 - 150,000; Full time

Job summary

New York Life in Fort Collins, CO is seeking an entry-level insurance agent with strong communication and organizational skills to begin a career in insurance sales. You will learn about insurance programs, state and federal regulations, and how to identify client needs with an enthusiastic customer-service approach.

Compensation starts at $75,000 and can exceed $150,000+ with planned commissions; you’ll grow with training and a supportive team as you build a portfolio of policyholders.

Qualifications

• Must be a superb communicator able to analyze complex ideas like insurance programs.
• Willingness to learn about the insurance industry and regulations.
• Experience with accounting or sales-related software is beneficial.
• Basic computer skills including Microsoft Office are required.
• Bachelor’s degree preferred; high school diploma mandatory.

Responsibilities

• Implement targeted marketing strategies, including networking and community involvement.
• Listen attentively to identify clients' insurance needs before presenting policies.
• Stay updated on insurance industry changes affecting customers.
• Collaborate with policyholders to develop suitable insurance profiles.
• Maintain accurate records of bookkeeping, client, and sales reports.
• Proactively pursue new clients to grow the portfolio.

Skills

Communication skills

Learn fast

Microsoft Office

Sales software experience

Education

Bachelor’s degree preferred

High school diploma mandatory

Tools

Accounting software

Sales related software

Microsoft Office Suite

Job description

Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients. Job seekers must have strong organizational skills, attention to detail, and an enthusiastic approach to customer service. If you're interested in an exciting opportunity to become a top-notch insurance sales representative.

Compensation: $75,000 - $150,000+ at planned commission

Qualifications

• Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial
• Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
• Experience using accounting or sales-related software is beneficial
• Basic computer skills including proficiency with Microsoft Office suite is required
• Bachelor’s degree preferred; high school diploma mandatory

Responsibilities

• Implement targeted marketing strategies, including but not limited to networking and community involvement.
• 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
• Remain updated about insurance industry changes that may affect customers in your portfolio
• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
• 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
• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders