Life Insurance Sales Agent

Company: NYL Taylor Group - Frisco, TX
Location: Plano
Posted on: March 9, 2025

Job Description:

We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals. You'll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on our client's lives excites you, start your application today.

Responsibilities:

--- 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
--- Determine new customers' insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
--- 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
--- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
--- Assist current policyholders during the insurance claims process while overseeing existing insurance claims


Qualifications:

--- Skilled with Microsoft Office
--- Active Life & Health insurance license is a strong bonus
--- Prior health insurance or life insurance experience a bonus
--- Excellent verbal and written communication skills required
--- Customer service or experience as a sales representative are highly valued


About Company:
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)--. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world--. New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.

Keywords: NYL Taylor Group - Frisco, TX, Plano , Life Insurance Sales Agent, Sales , Plano, Texas