What are the responsibilities and job description for the Life Insurance Sales Agent position at New York Life DFW?
Our rapidly expanding insurance agency is looking for a full-time life insurance agent to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We’ll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you. Apply today!
Compensation :
75,000 - $95,000 yearly
Responsibilities :
- Assist current policyholders during the insurance claims process while overseeing existing insurance claims
- Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
- Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
- Manage electronic and paper records and ensure all contracting paperwork is kept current
- Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
- Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
- Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, inquiry responses, insurance eligibility, and questions concerning billing and insurance policies
- Grow new business by generating a prospective client base via networking, asking for referrals, and other marketing strategies
- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance portfolios to ensure mutual satisfaction
- Attend training and obtain relevant licenses in a timely manner
Qualifications :
About Company
We are among the strongest and most respected financial companies in America today, ranking #72 on the 2022 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies such as Standard and Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA). Source : Independent Third Party Ratings Reports as of 8 / 19 / 2022. For over 77 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
A promise to work with you to build a strong financial future for both you and your clients.
Salary : $75,000 - $95,000
