Insurance Sales Representative

Company: New York Life - Lance Gillman
Location: Surprise
Posted on: May 28, 2023

Job Description:

We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You'll hone your sales skills by forging strong relationships that serve as the foundation for our firm's prestige, and we'll give you the support you need to reach your earning potential. Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you're up for the challenge, apply now!

Responsibilities:

Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
Develop and deliver risk management strategies for each customer based on their risk profile
Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
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
Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
--- 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

Qualifications:

High school diploma required; bachelor's degree preferred
Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
Job seekers must have an insurance license
Some computer skills with ability to use Microsoft Office is required
Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
Are you a leader who has the following traits?
--- Competitive
--- Enterprising
--- Coachable
--- Communicative
--- Self-disciplined
--- Authentic

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 2020A leading company with many agents qualifying for MDRT 2 year after yearHighest 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 9/12/19Full 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

Keywords: New York Life - Lance Gillman, Phoenix , Insurance Sales Representative, Sales , Surprise, Arizona