New York Life - Orlando • Lake Mary, FL, USPosted 4 days agoDescriptionAre 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!ResponsibilitiesEnsure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders.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.Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction.Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients.Develop and deliver risk management strategies for each customer based on their risk profile.QualificationsCandidates 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.Some experience with accounting or sales lead software is beneficial.Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role.Compensation$117,000About New York Life - OrlandoWe are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major rating agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For over 60 years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
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