Insurance Sales Representative
NYL - Nassau GO, Uniondale, NY, United States
Responsibilities
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.
Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients.
Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking.
Develop risk management strategies for each customer to ensure policy needs are continuously met.
Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders.
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 expectations.
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.
Qualifications
Job seekers must already have or be willing to obtain 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.
Experience using accounting or sales-related software is beneficial.
Bachelor’s degree preferred; high school diploma mandatory.
Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial.
Compensation
Compensation: $120,000+ at plan earnings (or $120,000 per year).
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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.
Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients.
Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking.
Develop risk management strategies for each customer to ensure policy needs are continuously met.
Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders.
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 expectations.
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.
Qualifications
Job seekers must already have or be willing to obtain 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.
Experience using accounting or sales-related software is beneficial.
Bachelor’s degree preferred; high school diploma mandatory.
Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial.
Compensation
Compensation: $120,000+ at plan earnings (or $120,000 per year).
#J-18808-Ljbffr