Wizehire
Insurance Sales Agent – Wizehire
Join to apply for the Insurance Sales Agent role at Wizehire.
Skills Jump into the world of insurance sales by applying to join our growing team as an entry‑level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full‑time position that offers a world of advancement potential, send us your resume today!
Compensation $120,000+ at plan earnings
Responsibilities
Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
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
Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
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
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
Employ a research‑based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial_epementations
Assess Out: Each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long‑term relationships as a reliable financial service professional
Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
Qualifications
Basic computer skills including proficiency with Microsoft Office suite is required
High school diploma required; bachelor’s degree a plus
Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
Basic understanding of sales lead or accounting software is helpful
Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial
Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long‑term relationships as a reliable financial service professional
Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families, and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long‑term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
Awards & Accolades
A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody’s)
AA+ Very Strong (Standard & Poor’s)
Seniority level Entry level
Employment type Full‑time
Job function Sales and Business Development
Industries Technology, Information and Internet
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Skills Jump into the world of insurance sales by applying to join our growing team as an entry‑level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full‑time position that offers a world of advancement potential, send us your resume today!
Compensation $120,000+ at plan earnings
Responsibilities
Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
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
Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
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
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
Employ a research‑based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial_epementations
Assess Out: Each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long‑term relationships as a reliable financial service professional
Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
Qualifications
Basic computer skills including proficiency with Microsoft Office suite is required
High school diploma required; bachelor’s degree a plus
Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
Basic understanding of sales lead or accounting software is helpful
Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial
Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long‑term relationships as a reliable financial service professional
Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families, and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long‑term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
Awards & Accolades
A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody’s)
AA+ Very Strong (Standard & Poor’s)
Seniority level Entry level
Employment type Full‑time
Job function Sales and Business Development
Industries Technology, Information and Internet
#J-18808-Ljbffr