Insurance Sales Agent

New York Life - Lance Gillman

Insurance Sales Agent

Payson, AZ +2 locations
Full Time
Paid
  • Responsibilities

    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! Responsibilities: • Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking • Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals • Develop risk management strategies for each customer to ensure his or her policy needs are continuously met • 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 • 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: • High school diploma required; bachelor’s degree a plus • Strong analytical, communication, and interpersonal skills required; customer service experience is a plus • Experience using accounting or sales-related software is beneficial • Job seekers must already have or be willing to get an insurance license • Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations • 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 Compensation: $80,000 - $100,000 at plan

    • 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

  • Compensation
    $75,000-$100,000 per year
  • Locations
    Payson, AZ • Flagstaff, AZ • Scottsdale, AZ