Insurance Sales Agent

• Develop risk management strategies for each customer to ensure his or her 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
• 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
• 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
• 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

• 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

• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
• Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
• Basic understanding of sales lead or accounting software is helpful
• High school diploma necessary; college degree a bonus
• Candidates must have or be willing to get an insurance license

• Sales experience preferred – business-focused 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 deamenor
• Perseverance in the face of a challenge
• Ability to engage your community and leverage personal networks/contacts

New York Life