What are the responsibilities and job description for the Insurance Agent position at New York Life Oahu?
$100,000
Responsibilities:- Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
- Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
- Tailor risk management strategies and client profiles to reflect each customer’s individual needs
- Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
- Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
- Candidates must have or be willing to get an insurance license
- High school diploma required; bachelor’s degree a plus
- Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
- Basic understanding of sales lead or accounting software is helpful
- Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
As a mutual company, New York Life Oahu is uniquely aligned with the interests and priorities of those we serve. We have 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 clientele
· #71 on Fortune 100 in 2019
· Most MDRT members in any United States Mutual company 2019
· Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18
Salary : $100,000