Demo

Insurance Sales Representative

New York Life Insurance Company - Santa Clara General Office
San Jose, CA Full Time
POSTED ON 3/10/2025
AVAILABLE BEFORE 6/9/2025

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 :

  • 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
  • Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
  • 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
  • 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
  • Remain updated about insurance industry changes that may affect customers in your portfolio

Qualifications :

  • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
  • Candidates must have or be willing to get an insurance license
  • Experience using accounting or sales-related software is beneficial
  • Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
  • High school diploma required; bachelor’s degree a plus
  • 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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