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Licensed Insurance Sales Agent

Company: New York Life - Lance Gillman
Location: Mesa
Posted on: January 25, 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:

Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
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
Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
--- 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 a Licensed Insurance Sales 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 clients

Qualifications:

Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
High school diploma required; bachelor's degree preferred
Insurance license required
Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
Basic computer skills with proficiency with Microsoft Office suite is necessary
--- Be a people person
--- Exhibit keen listening
--- Have strong attention to detail
--- Have a knack for navigating the finer details in business or financial planning
--- Insurance license or willing to obtain

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, Mesa , Licensed Insurance Sales Agent, Sales , Mesa, Arizona

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