We’re seeking someone passionate about delivering exceptional customer service and driving sales. As our next Insurance Consultant, you'll demonstrate the value of our offerings by generating insurance quotes, providing expert coverage advice, and actively pursuing sales opportunities. You'll also provide top-notch service to current policyholders by resolving billing issues, updating policies, and offering tailored suggestions.
The ideal candidate has prior experience in sales and customer service, along with strong communication skills. If this sounds like you, apply today!
Responsibilities:
- Build and maintain client relationships, understand financial goals, assess insurance needs, and offer tailored recommendations with a sales focus.
- Conduct financial analyses to identify and sell suitable insurance solutions.
- Develop and present customized insurance strategies, including life, disability, and long-term care insurance, to meet sales targets.
- Explain policy options, highlighting benefits and costs, to guide clients in making informed purchasing decisions.
- Collaborate with underwriters, financial advisors, and legal professionals to support comprehensive financial planning and drive sales.
- Stay updated on industry trends and products to maintain a competitive edge and boost sales.
Qualifications:
- A bachelor's degree in finance, business, economics, or a related field is preferred but not mandatory.
- Strong sales experience, excellent communication, and interpersonal skills are crucial for building client relationships and effectively promoting insurance products.
- Ability to work well with colleagues and contribute to a team in providing comprehensive client solutions.
- New York Life sponsors licensing, so no license is needed initially. You'll need to obtain required licenses, like state-specific life insurance licenses, after starting. Confirm details with New York Life during onboarding.
Compensation:
$65,000 - $90,000 yearly
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