Insurance Sales Representative

9 hours ago


San Jose, California, United States New York Life Insurance Company - Santa Clara General Office Full time

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 representativeCompensation:

$85,000 - $100,000 at plan earnings

Responsibilities:

  • Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
  • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
  • Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
  • 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
  • Remain updated about insurance industry changes that may affect customers in your portfolio

Qualifications:

  • Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial
  • Job seekers must already have or be willing to get an insurance license
  • Basic understanding of sales lead or accounting software is helpful
  • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
  • Bachelor's degree preferred; high school diploma mandatory

  • A 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



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