Life-Health Insurance Sales Agent at NYL-Jian Guan
Tampa, FL
About the Job
$100,000 - $150,000 yearly
Responsibilities:- Assist current policyholders during the insurance claims process while overseeing existing insurance claims
- Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
- Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
- Manage electronic and paper records and ensure all contracting paperwork is kept current
- Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
- Cultivating relationships, with a view to helping every family member or individual pursue financial security.
- Background in the health insurance or life insurance industries preferred
- Current Life & Health insurance license is greatly valued
- Customer service or experience as a sales representative are highly valued
- Excellent verbal and written communication skills required
- Must have graduated high school or received GED, a Bachelor’s degree is desired
- Sales experience preferred – enterprising mindset, no mile too far.
- Desire to help families and businesses to “Be Good At Life.”
- Bilingual Language preferred, Spanish, Chinese, Vietnamese, Korean, Portuguese, etc.
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
We’re proud of our financial strength.
• A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s)
We’re proud of the training we offer.
• Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity.
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For