Job Description

Job Description

Job Description

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs.

Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!

$80,000 - $120,000 yearly

• Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
• 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
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients

• Basic computer skills with proficiency with Microsoft Office suite is necessary
• Experience with accounting and or sales lead software is a plus
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
• Insurance license required
• High school diploma mandatory; four-year undergraduate degree strongly preferred

• Maintain or actively in process of holding a Life/Health insurance license

As an Associate partner with New York Life, I hire and train individuals looking to build a high-income long-term career for themselves and their families.

Benefits

• Comprehensive health insurance — includes medical, vision, and dental coverage
• Group life and disability insurance for added financial security
• 401(k) and Roth 401(k) retirement savings options
• Defined-benefit pension plan to support your long-term retirement goals

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