Insurance Sales Agent
MassMutual Metro NY
New York New York
Salary: Neg Per Hour
Responsibilities:
Develop and deliver risk management strategies for each customer based on their risk profile
Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
Client Prospecting & Outreach
Identify potential clients through networking, referrals, and marketing.
Conduct outreach via phone, email, or in-person meetings.
Client Needs Assessment
Meet with individuals, families, or businesses to evaluate their financial needs.
Analyze client goals and risk tolerance to determine appropriate coverage.
Product Recommendations
Recommend suitable insurance products (e.g., life, disability, long-term care).
Explain policy details clearly, including benefits, terms, and costs.
Sales & Application Processing
Guide clients through the application process.
Submit paperwork accurately and ensure compliance with underwriting requirements.
Ongoing Client Support
Provide policy reviews and updates as clients’ needs change.
Assist with policy service, claims, and beneficiary changes.
Training & Development
Attend ongoing training on products, sales strategies, and compliance.
Work closely with mentors or senior advisors for hands-on learning.
Compliance & Documentation
Ensure all recommendations are compliant with regulatory and ethical standards.
Maintain accurate records of client interactions and transactions.
Ongoing Responsibilities
Provide financial planning support to clients.
Support investment professionals to cultivate client relationships.
Prepare financial plans and check their accuracy.
Qualifications:
Some computer skills with ability to use Microsoft Office is required
Bachelor’s degree preferred; high school diploma required
Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
Candidates must have an insurance license
Experience with accounting and or sales lead software is a plus
Bachelor's degree in finance or related field.
At least 1 year of industry experience.
Self-motivated.
Excellent interpersonal skills.
Job Overview
Posted Date: 16 Nov 2025
Location: New York New York
Salary: Neg Per Hour
Company Information
MassMutual Metro NY
Name: MassMutual Metro NY
Web: https://www.massmutual.com/