Life Insurance Sales Agent

Job Description

$84,000 at plan yearly + BenefitsResponsibilities:

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

Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations

Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies

Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies

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

Meeting and contacting new potential clients to discuss financial concerns and needs

Conducting information-gathering meetings with clients

Analyzing client needs and presenting potential solutions

Providing ongoing service to clients

Developing and implementing personal business and marketing plans

On-going development of professional skills and knowledge

Qualifications:

Familiarity with the Microsoft Office suite

Must have graduated high school or received GED, a Bachelor’s degree is desired

Active Life & Health insurance license is a strong bonus

Customer service or experience as a sales representative are highly valued

Possesses outstanding interpersonal and communication skillsAbout Company

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.