Sales Representative, Life Insurance

New York Life Insurance•Tampa, FL

3d•Hybrid

About The Position

As part of New York Life Direct, you'll join a team revolutionizing the life insurance experience for AARP members. We're the industry leader in direct-to-consumer life insurance, offering streamlined coverage directly to individuals, bypassing traditional agent models. Your work will directly impact lives by making life insurance accessible, affordable, and understandable for millions of Americans. When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture. Role Overview: The Sales Representative serves as the primary point of contact for both existing and prospective customers. In this role, you will deliver tailored solutions from our product portfolio by understanding customer needs and presenting appropriate options. The Sales team is responsible for providing exceptional customer experience throughout the enrollment journey. Key responsibilities include managing inbound calls, addressing customer inquiries, reviewing current policies, providing suitable options, following established procedures, and guiding customers through the enrollment process. You will accurately collect and verify customer information, deliver effective solutions, and thoroughly document all interactions. Success in this role requires strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment.

Requirements

Minimum 2 years of customer service and/or call center experience required
High school diploma, or GED from an accredited school required.
A customer-first mindset with a strong focus on effectively managing sales conversations
Ability to educate customers on product features and benefits while presenting clear options
Confidence in handling the majority of customer interactions independently
Proven ability to build rapport
Strong verbal and written communication skills required
Excellent computer navigation skills and ability to multitask
Must live within 50 miles of our Tampa location: 8641 Henderson Rd, Tampa 33634

Nice To Haves

Bachelor’s degree or equivalent years of related experience
Bilingual – Spanish
Prior experience within the insurance industry
Preferred candidates hold a current / active Florida Life and Variable Annuities License (#214) with Continuing Education (CEs) with deadline not due within 90 days from date of hire. If CE's are due within 90 days, they must be completed before date of hire.

Responsibilities

Independently manage inbound sales calls by building rapport and using a consultative approach
Guide customers step-by-step through the enrollment process
Leverage available tools and resources to recommend the best solutions for each customer
Manage inbound calls
Address customer inquiries
Review current policies
Provide suitable options
Follow established procedures
Guide customers through the enrollment process
Accurately collect and verify customer information
Deliver effective solutions
Thoroughly document all interactions