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Insurance Sales Agent

Company:
New York Life Insurance Company - Santa Clara
Location:
San Jose, CA
Posted:
May 05, 2024
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Description:

Job Description

$85,000 - $100,000 at plan earningsResponsibilities:

Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders

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

Develop risk management strategies for each customer to ensure his or her policy needs are continuously met

Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals

Remain updated about insurance industry changes that may affect customers in your portfolioQualifications:

Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful

High school diploma required; bachelor’s degree a plus

Valid insurance license required or candidates must be willing to get licensed

Experience using accounting or sales-related software is beneficial

Fundamental computer skills such as experience with Microsoft Office

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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