Insurance Sales Representative

New York Life - Lance Gillman

Insurance Sales Representative

2 locations
Paid
  • Responsibilities

    We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communications skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative! Responsibilities: • Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders • Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied • Develop risk management strategies for each customer to ensure his or her policy needs are continuously met • Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales • Carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied Qualifications: • Working knowledge of accounting and sales lead software is a plus • Strong analytical, communication, and interpersonal skills required; customer service experience is a plus • Valid insurance license required or candidates must be willing to get licensed • Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs • Bachelor’s degree preferred; high school diploma mandatory • Candidates must have or be willing to get an insurance license • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders • Strong analytical, communication, and interpersonal skills are required • Customer service experience is a plus Compensation: $75,000 - $100,000 at plan

    • Carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied

  • Locations
    Mesa, AZ • Scottsdale, AZ