Licensed Insurance Sales Agent

New York Life - Robert Rice

Licensed Insurance Sales Agent

New Windsor, NY
Full Time
Paid
  • Responsibilities

    Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today! Responsibilities: • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs • Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders • Develop and deliver risk management strategies for each customer based on their risk profile • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty Qualifications: • Basic computer skills with proficiency with Microsoft Office suite is necessary • Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations • Experience with accounting and or sales lead software is a plus • High school diploma required; bachelor’s degree preferred • Candidates must have an insurance license • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required Compensation: $120,000 at plan

  • Compensation
    $120,000 per year