Life Insurance Producer

About the job

Company Description

Hotaling Insurance Services is a nationally licensed, fully independent risk management family office. For over 20 years, we have specialized in creating tailored protection strategies to address the unique needs of a diverse clientele. Our expertise spans estate and business solutions, employee benefits programs, and Property & Casualty platforms, delivered through a holistic approach to risk mitigation planning. With a strong commitment to exceptional customer service and long-term client relationships, we design customized programs that align with each client’s specific needs.

Role Description

This is a full-time hybrid role for a Life Insurance Producer based in New York, NY, with some work-from-home flexibility. The Life Insurance Producer will focus on sourcing and selling various life insurance products to meet the individualized needs of clients. Day-to-day tasks include developing new client relationships, maintaining and servicing existing policies, providing personalized insurance solutions, and educating clients about life insurance and employee benefits. Additional responsibilities involve collaborating with team members to meet company goals and ensuring compliance with industry standards.

Qualifications

• Proven experience in Insurance Sales and a strong understanding of Insurance principles
• Excellent Communication and Customer Service skills to build and maintain client relationships
• Knowledge of Employee Benefits programs and their integration within insurance offerings
• Ability to work both independently and collaboratively in a hybrid work environment
• Strong organizational and time-management skills
• Life Insurance license in New York or eligibility to obtain one promptly
• Bachelor’s degree in Business, Finance, or a related field is preferred
• Previous experience in estate planning or financial services is a plus

Salary: BOE