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Insurance Sales Representative

New York Life Insurance Company - Santa Clara General Office

Insurance Sales Representative

San Jose, CA
Full Time
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 communications 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: Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals 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 Remain updated about insurance industry changes that may affect customers in your portfolio Qualifications: Working knowledge of accounting and sales lead software is a plus Strong analytical, communication, and interpersonal skills required; customer service experience is a plus Basic computer skills including proficiency with Microsoft Office suite is required High school diploma required; bachelor’s degree a plus Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders • Good communication in English and Korean Compensation: $65,000-$100,000 at plan earnings