Insurance Sales Agent

New York Life Insurance Company - Santa Clara General Office

Insurance Sales Agent

San Jose, CA
Full Time
Paid
  • Responsibilities

    Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients. Job seekers must have strong organization skills, attention to detail, and an enthusiastic approach to customer service. If you're interested in an exciting opportunity to become a top-notch insurance sales representative, please apply today! Responsibilities: • 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 • Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs Qualifications: • Bachelor’s degree preferred; high school diploma mandatory • Basic computer skills including proficiency with Microsoft Office suite is required • Working knowledge of accounting and sales lead software is a plus • Candidates must have or be willing to get an insurance license • Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful • 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) Compensation: $85,000 - $100,000 at plan earnings

  • Compensation
    $85,000-$100,000 per year