Licensed Insurance Sales Agent

Company: New York Life - Lance Gillman
Location: Mesa
Posted on: March 16, 2023

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!

Responsibilities:

Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
Create tailored risk management strategies directly with clients that align with their risk profiles
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
Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
--- 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:

High school diploma required; bachelor's degree preferred
Candidates should have basic computer skills and be able to use Microsoft Office programs
Some experience with accounting or sales lead software is beneficial
Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
--- 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