New York Life Insurance Company - Santa Clara General Office logo
Insurance Sales Agent
New York Life Insurance Company - Santa Clara General OfficeSan Jose, CA, US
Posted ago
Description

We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communication skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative!

Responsibilities
  • Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
  • Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
  • Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
  • Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
  • Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
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)
  • High school diploma required; bachelor’s degree a plus
  • Experience using accounting or sales-related software is beneficial
  • Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
  • Basic computer skills including proficiency with Microsoft Office suite is required
  • Valid insurance license required or candidates must be willing to get licensed
Compensation
$85,000 - $100,000 at plan earnings
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

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