What are the responsibilities and job description for the Insurance Sales Representative position at NYL - Lance Gillman?
$75,000 - $100,000 at plan
Responsibilities:- Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
- Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
- Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
- Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
- Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
- Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
- Bachelor’s degree preferred; high school diploma mandatory
- Working knowledge of accounting and sales lead software is a plus
- Fundamental computer skills such as experience with Microsoft Office
- Valid insurance license required or candidates must be willing to get licensed
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client’s interests and priorities. We had over 176 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 your clients
- #73 on Fortune 100 in 2020
- A leading company with many agents qualifying for MDRT 2 year after year
- Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19
- Full benefits when hired and 3 separate pension
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Lance Gillman Senior Partner, New York Life
Salary : $75,000 - $100,000