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6 hours ago
Our company is seeking a motivated insurance professional with a business-focused mindset to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients.
The ideal candidate will have served in a related insurance industry role where they cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies.
This multifaceted role involves developing tailored risk management strategies directly with clients that align with their risk profiles, continuing education on evolving insurance industry protocols, and delivering risk management strategies for each customer based on their risk profile.
The successful candidate will implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients.
Additionally, they will ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders.
Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that meet their individual needs.
We value professionals who possess demonstrated understanding of the insurance industry, insurance products, risk management profiles, and related regulations.
A working knowledge of insurance products, risk management, and regulations is essential.
Bilingual or multilingual candidates with fluency in Spanish, Vietnamese, and/or Chinese are preferred but not required.
Basic computer skills, including proficiency with Microsoft Office suite, are also necessary.
Excellent communication, customer service, analytical, and interpersonal skills are highly valued in this role.
In exchange for your expertise, we offer competitive compensation packages and opportunities for professional growth and development.
Agents and dependents are eligible for comprehensive benefits, including medical, dental, vision, long-term disability, and group-term life insurance.
New York Life is an equal opportunity employer committed to diversity, equity, and inclusion.
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