Insurance Sales Representative

4 weeks ago


San Jose, California, United States New York Life Insurance Company Full time
Insurance Sales Agent Job Description

We are seeking a highly motivated and customer-focused Insurance Sales Agent to join our team at New York Life Insurance Company.

The ideal candidate will have strong interpersonal communication skills, a passion for building relationships, and a drive to succeed in a fast-paced sales environment.

Key Responsibilities:
  • Stay up-to-date on various types of insurance, insurance-related protocols, and policy changes to ensure customer satisfaction and program compliance.
  • Conduct meetings with new and potential clients to understand their individual needs and present tailored insurance solutions.
  • Develop and implement marketing strategies, including cold calling and networking, to connect with potential clients and maintain a portfolio of current clients.
  • Update reports, records, and organizational tools to accurately track progress toward monthly insurance sales goals.
  • Develop and tailor risk management strategies and client profiles to meet each customer's unique needs.
Requirements:
  • A valid insurance license or willingness to obtain one.
  • Excellent communication and analytical skills, with experience in customer service a plus.
  • A high school diploma is required, with a college degree a bonus.
  • Basic computer skills, including proficiency in Microsoft Office, and experience with accounting or sales-related software a plus.


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