Insurance Sales Representative
New York Life
Waltham, MA US
Posted ago
New York Life

This is a remote position with check-in's to the office periodically!


Join our dependable team.

As an Insurance Agent with New York Life, you will help clients achieve their financial goals, while building a great career for yourself in the process. Utilizing our expansive product lines, our Agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career.

We have confidence in our products but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the field work to provide one-on-one support and guidance to every Agent they hire.  

Responsibilities
  • 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
  • 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
  • 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
  • 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
  • Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
Qualifications
  • Experience using accounting or sales-related software is beneficial
  • Candidates must have or be willing to get an insurance license
  • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
  • High school diploma required; bachelor’s degree a plus
  • Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
Compensation
$80,000 - $100,000 yearly
About New York Life

We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations.

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