Job Description

Job Description

Job Description

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now! Compensation:

$75,000 - $119,000 Projected Income at Plan

• Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
• Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
• Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
• Aid policyholders with the insurance claims process while supervising the progress of current insurance claims

• Previous customer service or experience as a sales representative preferred
• Background in the health insurance or life insurance industries preferred
• Excellent verbal and written communication skills required
• Must have graduated high school or received GED, a Bachelor’s degree is desired
• Proficiency with Microsoft Office products

New York Life Charlotte General Office is uniquely aligned with our client's interests and priorities. With over 170 years of industry success. Some of our accolades include:

• A promise to work with you to build a strong financial future for both you and your clients
• #73 on Fortune 100 in 2020
• A leading company with many agents qualifying for MDRT2 year after year
• Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)

Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

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