Experienced Insurance Sales Agent at NYL-Jian Guan
Tampa, FL
About the Job
$100,000 yearly
Responsibilities:- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
- Create tailored risk management strategies directly with clients that align with their risk profiles
- Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
- Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
- High school diploma required; bachelor’s degree preferred
- Candidates must have an insurance license
- Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
- Candidates should have basic computer skills and be able to use Microsoft Office programs
- Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
We’re proud of our financial strength.
• A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s)
We’re proud of the training we offer.
• Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity.
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For