Life And Health Insurance Agent

New York Life Charlotte General Office • Charlotte, NC, US

Posted 9 months ago

Description

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now!

Responsibilities

Manage electronic and paper records and ensure all contracting paperwork is kept current
Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
Assist current policyholders during the insurance claims process while overseeing existing insurance claims
Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business

Qualifications

Possesses outstanding interpersonal and communication skills
Must have graduated high school or received GED, a Bachelor’s degree is desired
Active Life & Health insurance license is a strong bonus
Client service experience as a sales representative a plus
Previous health insurance or life insurance experience a plus

Compensation

$75,000 - $119,000 Projected Income at Plan

About New York Life Charlotte General Office

New York Life Charlotte General Office is uniquely aligned with clients' interests and priorities. With over 170 years of industry success. Some of our accolades include:

A promise to work with you to build a strong financial future for both you and the clients
#73 on Fortune 100 in 2020
A leading company with many agents qualifying for MDRT2 year after year
Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)

Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

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