Insurance Agent

2 weeks ago


Anaheim, United States New York Life - Anaheim Full time

75000 - 95000 yearly

**Responsibilities**:

- Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
- Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
- Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
- Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
- 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**:

- Working knowledge of accounting and sales lead software is a plus
- Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
- Bachelor’s degree preferred; high school diploma mandatory
- Strong analytical, communication, and interpersonal skills required; customer service experience is a plus

**About Company**
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
- Training Magazine’s APEX Award for 2022
- Human Rights Campaign: 2022 Corporate Equality Index Forbes
- 2022: America’s Best Employers for Diversity
- Latino Leaders 2022 Best Companies for Latinos to Work For
- We’re proud of the help we’ve provided and continue to provide clients.
- $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
- Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE.
- Includes term, whole, and universal life.



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