Life Insurance Sales Agent

Overview

New York Life - Northern California, Roseville, CA, US

We are looking for people who want to make a meaningful impact on the financial well-being of individuals, families, and small businesses. This is more than a sales job - it is a career with purpose, growth, and the opportunity to make a lasting difference.

As an agent with New York Life, you will help clients gain clarity and confidence around some of life’s biggest decisions, from preparing for retirement to saving for college. You will guide them through challenges that often feel complex and overwhelming, providing peace of mind along the way.

Most importantly, you will see the positive results of your work for years to come while growing personally and professionally alongside the clients.

• Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
• Manage electronic and paper records and ensure all contracting paperwork is kept current
• Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies

• Excellent verbal and written communication skills required
• Current Life & Health insurance license is greatly valued
• High school diploma or equivalent required;
  Bachelor’s degree preferred
• Previous customer service or experience as a sales representative preferred
• Background in the health insurance or life insurance industries preferred

$62,500 - $224,000

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.