Life And Health Insurance Agent

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now!Compensation:

$59,000+ to plan

Responsibilities:

• Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
• Manage electronic and paper records and ensure all contracting paperwork is kept current
• Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
• Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
• Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies

• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products

What we’re looking for...

• 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
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction

Qualifications:

• Background in the health insurance or life insurance industries preferred
• Strong interpersonal and communication skills are a must
• High school diploma or equivalent required; Bachelor’s degree preferred
• Customer service or experience as a sales representative are highly valued
• Active Life & Health insurance license is a strong bonus

• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
• Strong relationship management skills and/or experience required
• Must have the ability to successfully network and prospect for new clients
• Competitive
• Enterprising
• Coachable
• Communicative
• Self-disciplined
• Authentic

About Company

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

We’re proud of the training we offer.

• Training Magazine’s APEX Award for 2024

We’re proud to be recognized by organizations that also value diversity

• Human Rights Campaign: 2024 Corporate Equality Index
• Forbes 2024: America’s Best Employers for Diversity