Life Insurance Sales Agent
New York Life Insurance - Silicon Valley • San Jose, CA, US
Posted 21 days ago
We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on our clients’ lives excites you, start your application today.
- Assist current policyholders during the insurance claims process while overseeing existing insurance claims
- Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
- Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
- Strong interpersonal and communication skills are a must
- Current Life & Health insurance license is greatly valued
- Previous customer service or experience as a sales representative preferred
- Prior health insurance or life insurance experience a bonus
- Must have graduated high school or received GED, a Bachelor’s degree is desired
Compensation
$85,000
About New York Life
New York Life is a Fortune 100 company[5] with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors[6]. We are focused on the long-term success for our clients.
Awards
- 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized.
- Training Magazine 2021: Top Companies for Learning and Development
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation
SMRU#1943477 Exp 09/31/2022
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