Insurance Agent
New York Life Insurance Company - Santa Clara General Office, San Jose, California, United States, 95199
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!
Responsibilities
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
Qualifications
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
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)
Compensation $85,000-$100,000 per year
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Responsibilities
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
Qualifications
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
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)
Compensation $85,000-$100,000 per year
#J-18808-Ljbffr