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Job Title


Insurance Agent


Company : New York Life


Location : medford, NY


Created : 2024-09-22


Job Type : Full Time


Job Description

Description 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 •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 •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 •Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking •Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs Qualifications •Experience using accounting or sales-related software is beneficial •Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs •Candidates must have or be willing to get an insurance license •Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial •Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders