What are the responsibilities and job description for the Insurance Sales Representative position at New York Life - Orlando?
$117,000
Responsibilities:- Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
- Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
- Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
- Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
- Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
- Proficiency with accounting or sales-related software is helpful
- High school diploma required; bachelor’s degree preferred
- Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
- Some computer skills with ability to use Microsoft Office is required
About New York Life - Orlando
We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major rating agencies: Standard & Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA)1. For over 60 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.
Salary : $117,000