Insurance Sales Representative
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
  • Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
  • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
  • 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
  • Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
  • Remain updated about insurance industry changes that may affect customers in your portfolio

  • 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
  • Bachelor’s degree preferred; high school diploma mandatory
  • Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
  • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
  • Working knowledge of accounting and sales lead software is a plus
  • Valid insurance license required or candidates must be willing to get licensed

  • 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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