Entry Level Retirement Planning Associate Job at GFI Zoratti - New York, NY, Remote

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  • GFI Zoratti - New York, NY
  • Remote

Job Description

Our rapidly expanding insurance agency is looking for a full-time life insurance agent to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We’ll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you. Apply today! Responsibilities:

  • Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
  • 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
  • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
  • Assist current policyholders during the insurance claims process while overseeing existing insurance claims
  • Manage electronic and paper records and ensure all contracting paperwork is kept current
Qualifications:
  • High school diploma or equivalent required; Bachelor’s degree preferred
  • Active Life & Health insurance license is a strong bonus
  • Possesses outstanding interpersonal and communication skills
  • Familiarity with the Microsoft Office suite
  • Customer service or experience as a sales representative are highly valued
About Company: We are a developing team of financial agents hoping to help one another and help clients across the United States. We specialize in assisting people while ensuring they understand what goes into financial plans. If you are someone who enjoys being able to help others and finds satisfaction in connecting with, educating, and putting together plans for people, this is the team for you. If you would like more information, contact us today!

Job Tags

Full time,

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