Insurance Sales Representative

• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
• 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
• Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
• Tailor risk management strategies and client profiles to reflect each customer’s individual needs

• Job seekers must already have or be willing to get an insurance license
• 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
• Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
• Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial

New York Life Insurance Company- Shirn Baptiste