Insurance Professional - Bighornlaw : Job Details

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

Posted 8 days ago

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 communication 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 representative!

• 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.
• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied.
• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders.
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders.
• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs.

• 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).
• Fundamental computer skills such as experience with Microsoft Office.
• Candidates must have or be willing to get an insurance license.
• Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole.
• Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial.
• Bachelor's degree preferred; high school diploma mandatory.

$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.