Job Description

We are looking for a life insurance agent to join our fast-growing firm and help clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products 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. Responsibilities:

• 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
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• 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
• Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, inquiry responses, determining insurance eligibility, and answering questions concerning billing and insurance policies
• Grow new business by generating a prospective client base via networking, asking for referrals, and other marketing strategies
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance portfolios to ensure mutual satisfaction
• Attend training and obtain relevant licenses in a timely manner

Qualifications:

• Customer service or experience as a sales representative are highly valued
• Must have graduated high school or received GED, a Bachelor’s degree is desired
• Excellent verbal and written communication skills required
• Current Life & Health insurance license is greatly valued
• Background in the health insurance or life insurance industries preferred
• Highly self-motivated and self-disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others

About Company: We are among the strongest and most respected financial companies in America today, ranking #72 on the 2022 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies, such as Standard and Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA). Source: Independent Third Party Ratings Reports as of 8/19/2022. For over 77 consecutive years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. A promise to work with you to build a strong financial future for both you and your clients.

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