Insurance Sales Representative

New York Life - Robert Rice

Insurance Sales Representative

New Windsor, NY
Full Time
Paid
  • Responsibilities

    We are seeking a motivated insurance agent 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: • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs • Create tailored risk management strategies directly with clients that align with their risk profiles • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders Qualifications: • Basic computer skills with proficiency with Microsoft Office suite is necessary • Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role • Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations • High school diploma required; bachelor’s degree preferred • Proficiency with accounting or sales-related software is helpful • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required Compensation: $120,000 at plan

  • Compensation
    $120,000 per year