What are the responsibilities and job description for the Life Insurance Sales Agent position at New York Life Insurance - Huizenga Team?
Job Description
Job Description
We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business.
If you are interested in a career with a Fortune 100 company that offers uncapped income, independence, defined advancement opportunities, paid education, and real impact, start your application today.
Compensation :
80,000 - $100,000 at plan
Responsibilities :
- Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
- Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
- 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
- Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
- 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
- Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
- Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
- Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
Qualifications :
About Company
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.
Salary : $80,000 - $100,000
