Job Description

Description Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our firm 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! Responsibilities

• Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
• Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, inquiry responses, insurance eligibility, and questions concerning billing and insurance policies
• Grow new business by generating a prospective client base via networking, asking for referrals, and other marketing strategies
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance portfolios to ensure mutual satisfaction
• Attend training and obtain relevant licenses in a timely manner
• 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
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date

• Highly self-motivated and self-disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., "People Person") and a sincere desire to help others
• Possesses outstanding interpersonal and communication skills
• Must have graduated high school or received GED, a Bachelor's degree is desired
• Previous health insurance or life insurance experience a plus
• Previous customer service or experience as a sales representative preferred New York Life DFW

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