Life Insurance Agent

Job Description

$70,000 - $100,000 yearlyResponsibilities:

Manage electronic and paper records and ensure all contracting paperwork is kept current

Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business

Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies

Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience

Aid policyholders with the insurance claims process while supervising the progress of current insurance claims

Sales experience preferred – entrepreneurial mindset, no mile too far

Strong communication skills both written and verbal

Desire to help families and businesses to “Be Good At Life”

Strong business acumen

Professional business demeanor

Perseverance in the face of a challenge

Ability to engage your community and leverage personal networks/contacts

Qualifications:

Background in the health insurance or life insurance industries preferred

Current Life & Health insurance license is greatly valued

Possesses outstanding interpersonal and communication skills

Skilled with Microsoft Office

Client service experience as a sales representative a plus

Ability to understand the needs and financial concerns of clients

Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter

Promote customized ways for clients to achieve their long-term financial goals

Cultivating relationships, with a view to helping every family member or individual pursue financial security

Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients

Providing compassion and guidance to clients when unfortunate life circumstances arise

Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time

Please Note: We, unfortunately, can only accept applicants who are either US. Citizens or reside within the United States. We currently don't sponsor US H-1B visas

About Company

New York Life Greater Atlanta's mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.

We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Ground in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life Greater Atlanta and our commitment to do the right thing in business and society.

Everything we do has one overriding purpose: to be there when our policy owners need us.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that.

New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010