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Insurance Agent

New York Life - Lance Gillman

Insurance Agent

Payson, AZ +1 location
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: • Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs • 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 • Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders • Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances Qualifications: • Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful • Fundamental computer skills such as experience with Microsoft Office • Valid insurance license required or candidates must be willing to get licensed • Basic understanding of sales lead or accounting software is helpful • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole Compensation: $75,000 - $100,000 at plan

  • Locations
    Payson, AZ • Prescott, AZ