What are the responsibilities and job description for the Life Insurance Agent - San Diego position at New York Life - San Diego?
Life Insurance Agent - San Diego
What does a career need to offer you?
Personal satisfaction? Financial Growth? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it’s possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers.
This career isn’t for everyone, but the best Agents and Managers in our company will tell you there’s nothing else like it. Successful Agents at New York Life Insurance Company come from many different cultures and backgrounds. Most have dreams like yours. And life stories are nothing like yours. That’s one reason our company is a great place to build your career.
Join us.
If you're looking for a career where you can grow your business and make a difference in your community, then let’s talk. We're looking for motivated self-starters who want:
- Comprehensive and ongoing professional training and development
- State-of-the-art marketing and sales solutions
- A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients
- A clearly defined career path, including opportunities in Management for qualified individuals
- Comprehensive benefits, including a defined benefit pension plan and significant earnings potential
Here's what you'll do: As a New York Life Agent, you'll be offering high-quality life insurance, fixed annuities, long-term care insurance, and other products for insurance and retirement planning needs. You'll also:
- Develop and implement business and marketing plans
- Prospect for potential clients
- Discuss the financial concerns and needs of individuals
- Present potential solutions using our suite of products and services
- Develop your professional skills and knowledge
$90,000 commission based
Responsibilities:- 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
- Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
- Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
- Previous customer service or experience as a sales representative preferred
- Proficiency with Microsoft Office products
- Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
Awards & Accolades.
- A Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody’s)
- AA Very Strong (Standard & Poor’s)
We’re proud of our position in the industry.
- New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine7
- Training Magazine’s Training Top 100 for 2021
- 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
- $938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
- $4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
- Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.
