Insurance Sales Agent

New York Life Insurance Company - Santa Clara General Office
• San Jose , CA , US

Posted 4 days ago

Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients. Job seekers must have strong organization skills, attention to detail, and an enthusiastic approach to customer service.

If you re interested in an exciting opportunity to become a top-notch insurance sales representative, please apply today!

• Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
• Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs

• 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)
• Bachelor’s degree preferred; high school diploma mandatory
• Basic computer skills including proficiency with Microsoft Office suite is required
• Working knowledge of accounting and sales lead software is a plus
• Candidates must have or be willing to get an insurance license
• Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful

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

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