Insurance Sales Agent
New York Life - John Judkins • Boston, MA, US
Posted 5 months ago
Description
Responsibilities
- 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
- Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
- Tailor risk management strategies and client profiles to reflect each customer’s individual needs
- Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
- Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
Qualifications
- High school diploma required; bachelor’s degree a plus
- Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
- Basic understanding of sales lead or accounting software is helpful
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Candidates must have or be willing to get an insurance license
Compensation
$60,000 - $100,000/year
About New York Life - John Judkins
New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career.
Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path.
Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal, and business planning.
New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation
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