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Insurance Sales Agent

New York Life - Robert Rice

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 organizational 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: • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles • 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 • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction Qualifications: • Job seekers must have an insurance license • Candidates should have basic computer skills and be able to use Microsoft Office programs • Experience with accounting and or sales lead software is a plus • High school diploma mandatory; four-year undergraduate degree strongly preferred • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required Compensation: $120,000 at plan