Insurance Sales Agent

New York Life Insurance Company - Santa Clara General Office • San Jose, CA, US

Posted 5 years ago

Description

Are you a motivated people person looking to launch or advance your career in a thriving industry? If the answer is "yes," we’re excited to welcome you to New York Life Insurance Company as an Insurance Sales Agent. Here, you'll be an integral part of a team committed to providing financial security and peace of mind through our diverse range of solutions. With us, you'll find a supportive environment where your strong interpersonal skills and enthusiasm for customer service will shine. You'll have the opportunity to grow professionally while making a meaningful impact by helping clients navigate their insurance needs.

At New York Life, we value integrity, collaboration, and innovation. We’re dedicated to your development, providing you with resources to grow and succeed. As part of our team, you’ll enjoy competitive salary packages, comprehensive health benefits, and opportunities for career advancement. Your role will involve engaging with prospective clients, enhancing your organizational skills, and sharpening your attention to detail. If you’re ready to contribute to a team that values creativity and long-term stewardship, we invite you to apply today and be part of a culture that truly values its people.

Responsibilities

Tailor risk management strategies and client profiles to reflect each customer’s individual needs
Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales

Qualifications

A candidate is required to hold either a US passport, a green card, or a regular, renewable EAD (we are not able to contract with F1 Visa - OPT - CPT)
Bilingual in English and other languages is preferred

Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
Fundamental computer skills such as experience with Microsoft Office
Working knowledge of accounting and sales lead software is a plus
Job seekers must already have or be willing to get an insurance license
Strong analytical, communication, and interpersonal skills required; customer service experience is a plus

Compensation

$118,500 - $118,500/year

About New York Life Insurance Company - Santa Clara General Office

New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. New York Life 51 Madison Ave, New York, NY

550 S. Winchester Blvd., Suite 405, San Jose, CA 95128

25 Metro Drive, Suite 300, San Jose, CA 95110