Insurance Agent
New York Life - Lance Gillman
Prescott, 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
  • 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
  • Remain updated about insurance industry changes that may affect customers in your portfolio
  • Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
  • Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
  • Develop risk management strategies for each customer to ensure his or her policy needs are continuously met

  • 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
  • Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial
  • Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
  • Fundamental computer skills such as experience with Microsoft Office
  • Basic understanding of sales lead or accounting software is helpful
  • Job seekers must already have or be willing to get an insurance license

  • 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
$75,000 - $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

APPLY NOW
Acceptable file formats include .doc, .docx, .pdf, .txt.
By applying, you consent to WizeHire's  Privacy Policy  and  Terms of Service.