Demo

Insurance Sales Representative

NYL - Lance Gillman
Flagstaff, AZ Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/29/2025

Job Description

Job Description

We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communications skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative! Compensation :

80,000 - $100,000 at plan

Responsibilities :

  • Tailor risk management strategies and client profiles to reflect each customer’s individual needs
  • Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
  • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
  • 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
  • Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
  • Carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
  • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
  • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals

Qualifications :

  • Candidates must have or be willing to get an insurance license
  • Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
  • Bachelor’s degree preferred; high school diploma mandatory
  • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
  • Experience using accounting or sales-related software is beneficial
  • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
  • Strong analytical, communication, and interpersonal skills are required
  • Customer service experience is a plus
  • About Company

    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 : $80,000 - $100,000

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