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Financial Professional

New York Life West Michigan

Financial Professional

Grand Rapids, MI
Full Time
Paid
  • Responsibilities

    Insurance Agent/Financial Professional with New York Life Insurance Company We are looking for a life insurance agent with an enterprising spirit and amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, 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 our client’s lives excites you, start your application today. Responsibilities: Assist current policyholders during the insurance claims process while overseeing existing insurance claims Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies Qualifications: Strong interpersonal and communication skills are a must Prior health insurance or life insurance experience a bonus Customer service or experience as a sales representative are highly valued Current Life & Health insurance license is greatly valued High school diploma or equivalent required; Bachelor’s degree preferred Compensation: $35,000 - $50,000 yearly