Job Description
$52,000 - $79,000
Responsibilities:- 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
- Tailor risk management strategies and client profiles to reflect each customer’s individual needs
- Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly Insurance Sales goals
- 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
- Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
- Basic computer skills including proficiency with Microsoft Office suite is required
- Candidates must have or be willing to get an insurance license
- High school diploma required; bachelor’s degree a plus
- Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
New York Life, a prestigious Fortune 100 company with a 179-year legacy, is a global leader in financial services, ranked as the 26th largest money manager worldwide. Renowned for our highest financial strength ratings and a holistic approach to client service, we offer comprehensive support through all stages of financial planning. Our commitment to excellence provides a rewarding career path in financial services, inviting you to be part of our enduring success story.