Demo

Insurance Sales Agent

New York Life Insurance Company - Santa Clara General Office
San Jose, CA Full Time
POSTED ON 2/4/2025
AVAILABLE BEFORE 5/5/2025

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! Compensation :

85,000 - $100,000 at plan earnings

Responsibilities :

  • Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
  • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
  • Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
  • 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

Qualifications :

  • Fundamental computer skills such as experience with Microsoft Office
  • Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
  • Experience using accounting or sales-related software is beneficial
  • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
  • Valid insurance license required or candidates must be willing to get licensed
  • 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)
  • About Company

    New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose : to be there when our policy owners need us.

    New York Life is an Equal Opportunity Employer – M / F / Veteran / Disability / Sexual Orientation / Gender Identity New York Life 51 Madison Ave, New York, NY

    Salary : $85,000 - $100,000

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