Insurance Agent

New York Life, Coelho Group — Bridgewater • Bridgewater, MA, US

Posted 1 year ago

Description

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

Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
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
Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals

Qualifications

Candidates must have or be willing to get an insurance license
Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
High school diploma required; bachelor’s degree a plus
Basic understanding of sales lead or accounting software is helpful
Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial

Compensation

$60,000 - $150,000/year

About New York Life, Coelho Group — Bridgewater

Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)1. For 68 Consecutive years, we have led the Million Dollar Round Table2, with more members than any other financial institution in the world.