What are the responsibilities and job description for the Life And Health Insurance Sales Agent position at New York Life Greater Atlanta?
$70,000 - $100,000
Responsibilities:- Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
- Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
- Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
- Sales experience preferred – entrepreneurial 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 demeanor
- Perseverance in the face of a challenge
- Ability to engage your community and leverage personal networks/contacts
- Candidates with an active Life & Health insurance license are strongly preferred
- High school diploma or equivalent required; Bachelor’s degree preferred
- Proficiency with Microsoft Office products
- Client service experience as a sales representative a plus
- Prior health insurance or life insurance experience a bonus
- 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
- PLEASE NOTE: We, unfortunately, can only accept applicants who are either US. Citizens or reside within the United States. We currently don't sponsor US H-1B visas
New York Life Greater Atlanta's mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.
We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Ground in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life Greater Atlanta and our commitment to do the right thing in business and society.
Everything we do has one overriding purpose: to be there when our policy owners need us.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that.
New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010