Job Description
$75,000 at plan yearly
Responsibilities:- Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
- Remain updated about insurance industry changes that may affect customers in your portfolio
- 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
- Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
- Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
- Basic understanding of sales lead or accounting software is helpful
- Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
- Valid insurance license required or candidates must be willing to get licensed
- Bachelor’s degree preferred; high school diploma mandatory
- Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.