Insurance Agent
New York Life - Lance Gillman
Payson, AZ US
Posted ago
New York Life - Lance Gillman
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
  • Remain updated about insurance industry changes that may affect customers in your portfolio
  • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
  • Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
  • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
  • Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients

  • Carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
  • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
  • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
  • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied

Qualifications
  • Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
  • Valid insurance license required or candidates must be willing to get licensed
  • Working knowledge of accounting and sales lead software is a plus
  • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
  • Fundamental computer skills such as experience with Microsoft Office

  • High school diploma required
  • Candidates must have or be willing to get an insurance license
  • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
  • Strong analytical, communication and interpersonal skills are required
  • Customer service experience is a plus

Compensation
$80,000 - $100,000 at plan
About New York Life - Lance Gillman

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 2020
  • A leading company with many agents qualifying for MDRT 2 year after year
  • Highest 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 9/12/19



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

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