What are the responsibilities and job description for the Insurance Sales Representative position at NYL - Lance Gillman?
$80,000 - $120,000 at plan yearly
Responsibilities:- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
- Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
- Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
- Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
- Create tailored risk management strategies directly with clients that align with their risk profiles
- We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses.
- This is not just a sales job—it’s a career with purpose and opportunity.
- You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing such as preparing for retirement and saving for college.
- As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
- Experience with accounting and or sales lead software is a plus
- Job seekers must have an insurance license
- Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
- High school diploma mandatory; four-year undergraduate degree strongly preferred
- Candidates should have basic computer skills and be able to use Microsoft Office programs
You need to be a leader who has the following traits:
- Competitive
- Enterprising
- Coachable
- Communicative
- Self-disciplined
- Authentic
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 - $120,000