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Job Details

Insurance Sales Agent

  2025-11-18     NYL - Lance Gillman     Prescott,AZ  
Description:

Description

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 communications 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!

Responsibilities

• Remain updated about insurance industry changes that may affect customers in your portfolio
• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
• 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
• Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
• Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals

Qualifications

• Basic understanding of sales lead or accounting software is helpful
• Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
• Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
• High school diploma required; bachelor's degree a plus
• Fundamental computer skills such as experience with Microsoft Office


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