Life Insurance Professional
New York Life - New Jersey
Wall Township, NJ US
Posted ago
New York Life - New Jersey
We are seeking a motivated insurance agent with an entrepreneurial spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today!
Responsibilities
  • Develop and deliver risk management strategies for each customer based on their risk profile
  • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
  • Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
  • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
  • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base

  • Ability to understand the needs and financial concerns of clients
  • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter
  • Promote customized ways for clients to achieve their long-term financial goals
  • Cultivating relationships, with a view to helping every family member or individual pursue financial security
  • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
  • Providing compassion and guidance to clients when unfortunate life circumstances arise
  • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time

Qualifications
  • Excellent communication, customer service, analytical, and interpersonal skills are necessary
  • Experience with accounting and or sales lead software is a plus
  • High school diploma mandatory; four-year undergraduate degree strongly preferred
  • Basic computer skills with proficiency with Microsoft Office suite is necessary
  • Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations

  • Sales experience preferred – entrepreneurial mindset, no mile too far
  • Strong communication skills both written and verbal
  • Desire to help families and businesses to “Be Good At Life”
  • Strong business acumen
  • Professional business demeanor
  • Perseverance in the face of a challenge
  • Ability to engage your community and leverage personal networks/contacts

Compensation
$86,000
About New York Life - New Jersey

Backed by 175 years of experience. It is commonly known, not all service industries are the same, more to the point, not all companies are the same. Product offerings, producer support, opportunity for advancement, personal growth, ongoing training, and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paving the way for success with tested processes, actively immersed with you in achieving your desired career objectives, and more. Step into a client’s life and help them achieve their financial goals while building a great career for yourselves in the process. Utilizing our expansive product lines our Agents work to guide individuals, families, and businesses toward 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 with the potential for growth opportunities.

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