Life Insurance Sales Agent

New York Life Insurance - Silicon Valley

Life Insurance Sales Agent

San Jose, CA
Paid
  • Responsibilities

    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. Responsibilities: • 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 Qualifications: • 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

  • Compensation
    $85,000 per year