Job Description
$75,000 - $100,000 at plan
Responsibilities:- Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
- Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
- Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
- Tailor risk management strategies and client profiles to reflect each customer’s individual needs
- Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
- Carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
- Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
- Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
- Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
- Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
- Basic computer skills including proficiency with Microsoft Office suite is required
- Job seekers must already have or be willing to get an insurance license
- Bachelor’s degree preferred; high school diploma mandatory
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Candidates must have or be willing to get an insurance license
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Strong analytical, communication, and interpersonal skills are required
- Customer service experience is a plus
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client’s interests and priorities. We had 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 pension
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