Insurance Sales Representative
New Today
Job Description
$55,000 - $80,000 at plan
Responsibilities:- Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
- Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
- Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
- Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
- We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job, it’s a career with purpose and opportunity
- You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
- As a Licensed Insurance Sales Agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients
- Candidates must have an insurance license
- Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
- Basic computer skills with proficiency with Microsoft Office suite is necessary
- Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
- Experience with accounting and or sales lead software is a plus
- Be a people person
- Exhibit keen listening
- Have a strong attention to detail
- Have a knack for navigating the finer details in business or financial planning
- Insurance license or willing to obtain
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include:
- A promise to work with you to build a strong financial future for both you and your clients
- #73 on Fortune 100 in 2020
- A leading company with many agents qualifying for MDRT 2 year after year
- Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19
- Full benefits when hired and 3 separate pensions
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Lance Gillman, Senior Partner, New York Life
- Location:
- Tucson
- Job Type:
- FullTime
- Category:
- Finance And Insurance
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