We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential.
Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you’re up for the challenge, apply now!
Responsibilities
Identify potential clients through networking, referrals, and marketing.
Conduct outreach via phone, email, or in-person meetings.
Client Needs Assessment
Meet with individuals, families, or businesses to evaluate their financial needs.
Analyze client goals and risk tolerance to determine appropriate coverage.
Product Recommendations
Recommend suitable insurance products (e.g., life, disability, long-term care).
Explain policy details clearly, including benefits, terms, and costs.
Guide clients through the application process.
Submit paperwork accurately and ensure compliance with underwriting requirements.
Ongoing Client Support
Provide policy reviews and updates as clients’ needs change.
Assist with policy service, claims, and beneficiary changes.
Training & Development
Attend ongoing training on products, sales strategies, and compliance.
Work closely with mentors or senior advisors for hands‑on learning.
Compliance & Documentation
Ensure all recommendations are compliant with regulatory and ethical standards.
Maintain accurate records of client interactions and transactions.
Ongoing Responsibilities
Provide financial planning support to clients.
Support investment professionals to cultivate client relationships.
Prepare financial plans and check their accuracy.
Create tailored risk management strategies directly with clients that align with their risk profiles
Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long‑term clients
Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
Qualifications
Bachelor's degree in finance or related field.
At least 1 year of industry experience.
Self‑motivated.
Excellent interpersonal skills.
Excellent communication, customer service, analytical, and interpersonal skills are necessary
Candidates should have basic computer skills and be able to use Microsoft Office programs
Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
Bachelor’s degree preferred; high school diploma required
Job seekers must have an insurance license
Compensation $100,000 - $130,000
MassMutual Metro New York
is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee‑based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.
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Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you’re up for the challenge, apply now!
Responsibilities
Identify potential clients through networking, referrals, and marketing.
Conduct outreach via phone, email, or in-person meetings.
Client Needs Assessment
Meet with individuals, families, or businesses to evaluate their financial needs.
Analyze client goals and risk tolerance to determine appropriate coverage.
Product Recommendations
Recommend suitable insurance products (e.g., life, disability, long-term care).
Explain policy details clearly, including benefits, terms, and costs.
Guide clients through the application process.
Submit paperwork accurately and ensure compliance with underwriting requirements.
Ongoing Client Support
Provide policy reviews and updates as clients’ needs change.
Assist with policy service, claims, and beneficiary changes.
Training & Development
Attend ongoing training on products, sales strategies, and compliance.
Work closely with mentors or senior advisors for hands‑on learning.
Compliance & Documentation
Ensure all recommendations are compliant with regulatory and ethical standards.
Maintain accurate records of client interactions and transactions.
Ongoing Responsibilities
Provide financial planning support to clients.
Support investment professionals to cultivate client relationships.
Prepare financial plans and check their accuracy.
Create tailored risk management strategies directly with clients that align with their risk profiles
Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long‑term clients
Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
Qualifications
Bachelor's degree in finance or related field.
At least 1 year of industry experience.
Self‑motivated.
Excellent interpersonal skills.
Excellent communication, customer service, analytical, and interpersonal skills are necessary
Candidates should have basic computer skills and be able to use Microsoft Office programs
Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
Bachelor’s degree preferred; high school diploma required
Job seekers must have an insurance license
Compensation $100,000 - $130,000
MassMutual Metro New York
is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee‑based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.
#J-18808-Ljbffr