Insurance Sales Representative

Join to apply for the Insurance Sales Representative role at Wizehire
. We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry‑level insurance agent position has the solid communication skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative!

$120,000+ at plan earnings

• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders.
• 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 customer satisfaction.
• Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals.
• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage‑of‑life priorities before presenting insurance plan options for their specific circumstances.
• Employ a research‑based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.
• Collect and organize each client’s financial information using a CRM to determine financial status, goals, cash flow, and expectations.
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer.
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long‑term relationships as a reliable financial service professional.
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.

• Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial.
• Bachelor’s degree preferred; high school diploma mandatory.
• Fundamental computer skills such as experience with Microsoft Office.
• Experience using accounting or sales‑related software is beneficial.
• Candidates must have or be willing to obtain an insurance license.
• Strong customer‑service orientation with the ability to build long‑term client relationships.

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 long‑term success for clients.

To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)

Entry level

Full‑time

Sales and Business Development

Technology, Information and Internet