Insurance Sales Agent

New York Life Insurance Company - Santa Clara General Office

Insurance Sales Agent

San Jose, CA
Paid
  • Responsibilities

    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: • 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 • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied • 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 • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs Qualifications: • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders • Bachelor’s degree preferred; high school diploma mandatory • Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial • Basic computer skills including proficiency with Microsoft Office suite is required • Job seekers must already have or be willing to get an insurance license • 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