Life Insurance Sales Professional

7 days ago


Mission Viejo, California, United States New York Life-Irvine Full time
Job Overview

We are seeking a skilled Life Insurance Agent to join our team at New York Life-Irvine. As a key member of our insurance sales team, you will be responsible for providing exceptional customer service and sales support to our clients.

Key Responsibilities
  • Aid policyholders with the insurance claims process and ensure timely resolution of claims.
  • Expand our customer base through effective marketing strategies, including networking, referrals, and cold calling.
  • Ensure all contracting paperwork is up-to-date and maintain accurate databases, records, and bookkeeping.
  • Provide excellent customer service to onboard new clients and retain existing ones through various tasks, such as appointment booking and responding to inquiries.
  • Determine new customers' insurance needs and risk through booked consultations to deliver a superior client experience.
Requirements
  • Strong interpersonal and communication skills are essential.
  • A current Life & Health insurance license is highly valued.
  • Background in the health insurance or life insurance industries is preferred.
  • Proficiency in Microsoft Office is required.
  • Customer service or sales experience is highly valued.
About New York Life-Irvine
  • We strive to be the best every day, just like you. Here are some of our recent recognitions:
  • Ranked #71 on the Fortune 500 list, Fortune magazine, 2024.
  • Fortune magazine's list of World's Most Admired Companies in 2020 and Fortune 100 Most Admired company in Insurance and financial services 2021.

Take the first step to your future success.

Apply Today



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