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Insurance sales representative

New York Life Insurance Company - Santa Clara General Office
San Jose, CA Full Time
POSTED ON 10/18/2024 CLOSED ON 11/15/2024

What are the responsibilities and job description for the Insurance sales representative position at New York Life Insurance Company - Santa Clara General Office?

Jump into the world of insurance sales by applying to join our growing team as an Entry-Level Insurance Agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers.

Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies.

If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!

Compensation :

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

Responsibilities :

  • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
  • Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
  • Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
  • 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
  • Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients

Qualifications :

  • Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial
  • Valid insurance license required or candidates must be willing to get licensed
  • High school diploma required; bachelor’s degree a plus
  • Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
  • 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

Last updated : 2024-10-18

Salary : $85,000 - $100,000

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