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Insurance Sales Agent

New York Life Insurance Company - Santa Clara General Office

Insurance Sales Agent

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: Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders 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 Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs Remain updated about insurance industry changes that may affect customers in your portfolio Qualifications: Candidates must have or be willing to get an insurance license High school diploma necessary; college degree a bonus Strong analytical, communication, and interpersonal skills required; customer service experience is a plus Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole Working knowledge of accounting and sales lead software is a plus • Good communication in English and Korean. Compensation: $65,000 - $100,000 at Plan per year