Life Insurance Agent

NYL - DFW

Life Insurance Agent

Dallas, TX
Full Time
Paid
  • Responsibilities

    We are looking for a life insurance agent to join our fast-growing firm and help clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on clients' lives excites you, start your application today. Responsibilities: • 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 • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience • 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 • Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, inquiry responses, determining insurance eligibility, and answering questions concerning billing and insurance policies • Grow new business by generating a prospective client base via networking, asking for referrals, and other marketing strategies • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance portfolios to ensure mutual satisfaction • Attend training and obtain relevant licenses in a timely manner Qualifications: • Customer service or experience as a sales representative are highly valued • Must have graduated high school or received GED, a Bachelor’s degree is desired • Excellent verbal and written communication skills required • Current Life & Health insurance license is greatly valued • Background in the health insurance or life insurance industries preferred • Highly self-motivated and self-disciplined with the ability to work effectively and independently • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others Compensation: $75,000 - $95,000 yearly

    • 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 • Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, inquiry responses, determining insurance eligibility, and answering questions concerning billing and insurance policies • Grow new business by generating a prospective client base via networking, asking for referrals, and other marketing strategies • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance portfolios to ensure mutual satisfaction • Attend training and obtain relevant licenses in a timely manner

  • Compensation
    $75,000-$95,000 per year