New York Life - Orlando
Overview
Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!
Responsibilities
Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
Develop and deliver risk management strategies for each customer based on their risk profile
Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
Qualifications
Insurance license required
Excellent communication, customer service, analytical, and interpersonal skills are necessary
Some experience with accounting or sales lead software is beneficial
Candidates should have basic computer skills and be able to use Microsoft Office programs
Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
Compensation Compensation:
$117,000 per year
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Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!
Responsibilities
Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
Develop and deliver risk management strategies for each customer based on their risk profile
Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
Qualifications
Insurance license required
Excellent communication, customer service, analytical, and interpersonal skills are necessary
Some experience with accounting or sales lead software is beneficial
Candidates should have basic computer skills and be able to use Microsoft Office programs
Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
Compensation Compensation:
$117,000 per year
#J-18808-Ljbffr