Insurance Sales Representative

New York Life - Houston General Office

Insurance Sales Representative

Houston, TX
Full Time
Paid
  • Responsibilities

    Please note, this is a sales position! We are seeking a motivated Insurance Sales Representative with an entrepreneurial spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today! Responsibilities: Please note, this is a sales position! • Meet with clients to assess their insurance needs, financial goals, and risk tolerance, gathering detailed information on their financial situation. • Recommend suitable insurance products from New York Life’s portfolio, explaining options, features, and benefits to help clients make informed decisions. • Develop sales strategies, set objectives, and proactively seek new clients through networking, community involvement, and lead generation. • Guide clients through the application process, collect necessary information, complete paperwork, and coordinate with underwriters to ensure smooth policy issuance. • Build and maintain strong client relationships by conducting regular policy reviews and providing ongoing support, adjusting coverage as clients’ needs evolve. • Adhere to all regulatory requirements, ethical standards, and company policies, ensuring that clients’ insurance plans meet legal requirements and uphold confidentiality. • Participate in ongoing training to stay informed on industry trends, product updates, and sales techniques, enhancing effectiveness and service quality. • Work with other New York Life professionals, including underwriters and financial advisors, to provide clients with comprehensive financial solutions. These responsibilities enable New York Life agents to effectively guide clients in achieving financial security and help build long-lasting client relationships. Qualifications: Please note, this is a sales role! • Meet with clients to assess insurance needs, financial goals, and risk tolerance, gathering information on their current situation and coverage. • Analyze risks and review policies to identify gaps or improvements. • Recommend suitable New York Life insurance products and explain options, benefits, and exclusions to help clients make informed decisions. • Facilitate applications by gathering details, completing paperwork, and coordinating with underwriting for seamless policy issuance. • Maintain client relationships through regular policy reviews and support, suggesting adjustments as needed. • Proactively seek new clients via networking, community involvement, and lead generation. • Ensure compliance with regulations, ethical standards, and company policies. • Collaborate with team members, like underwriters and financial advisors, to provide comprehensive client solutions. Compensation: $63,000 - $91,000 yearly

    • Please note, this is a sales position! • Meet with clients to assess their insurance needs, financial goals, and risk tolerance, gathering detailed information on their financial situation. • Recommend suitable insurance products from New York Life’s portfolio, explaining options, features, and benefits to help clients make informed decisions. • Develop sales strategies, set objectives, and proactively seek new clients through networking, community involvement, and lead generation. • Guide clients through the application process, collect necessary information, complete paperwork, and coordinate with underwriters to ensure smooth policy issuance. • Build and maintain strong client relationships by conducting regular policy reviews and providing ongoing support, adjusting coverage as clients’ needs evolve. • Adhere to all regulatory requirements, ethical standards, and company policies, ensuring that clients’ insurance plans meet legal requirements and uphold confidentiality. • Participate in ongoing training to stay informed on industry trends, product updates, and sales techniques, enhancing effectiveness and service quality. • Work with other New York Life professionals, including underwriters and financial advisors, to provide clients with comprehensive financial solutions.These responsibilities enable New York Life agents to effectively guide clients in achieving financial security and help build long-lasting client relationships.

  • Compensation
    $63,000-$91,000 per year