What are the responsibilities and job description for the Financial Services Sales Professional position at New York Life?
DescriptionJump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you're seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!Responsibilities
- Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
- Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
- Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
- Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
- Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networkingQualifications
- Fundamental computer skills such as experience with Microsoft Office
- Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
- High school diploma required; bachelor's degree a plus
- Candidates must have or be willing to get an insurance license
- Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
