Best Job Tool · 1 day ago
Life Insurance Agent
North Carolina, United States
Full-time
Onsite
New Grad, Entry LevelNYL - Matthews is a distinguished branch of New York Life, a Fortune 100 company renowned for its long-standing commitment to financial strength, integrity, and service excellence. The role of Insurance Agent involves building and maintaining client relationships, assessing their needs, and recommending appropriate insurance and investment products to help clients secure their financial futures.
Information Technology & Services
Responsibilities
Establishing and nurturing client relationships through proactive outreach and personalized service
Conducting needs analysis to understand clients’ financial situations and goals, then recommending suitable insurance and investment products
Managing a pipeline of prospects, scheduling client meetings, and delivering compelling presentations
Maintaining compliance with industry regulations and company policies, completing necessary documentation, and ensuring timely follow-up with clients
Participating in training sessions, industry seminars, and team meetings to stay current with product offerings and market trends
Achieving sales targets and delivering exceptional customer service
Qualification
Required
High school diploma or equivalent
Valid state insurance license or the ability to obtain one
Strong interpersonal skills
Genuine desire to help clients secure their financial futures
Coachable
Communicative
Self-disciplined
Authentic
Business-minded
Competitive spirit
Genuine desire to make a positive impact
Preferred
Prior sales experience
College degree
Benefits
Medical, dental, vision, life, and disability insurance
401(k) plan
Pension options
Training and development
Access to industry-leading learning platforms
Personalized coaching
Opportunities to earn professional designations
Sales incentives
Awards
Professional development trips
Digital tools and marketing resources
Collaborative team environment
Mentorship programs
Peer support networks
Company
Best Job Tool
Best Job Tool is a dynamic job search platform dedicated to connecting talented individuals with leading employers across various industries.
Founded in 2024
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase