New York Life Insurance Company - Santa Clara General Office
Insurance Sales Representative
New York Life Insurance Company - Santa Clara General Office, San Jose, California, United States, 95199
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!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.Basic understanding of sales lead or accounting software is helpful.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).Compensation:
$85,000 - $100,000 at plan earnings
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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.Basic understanding of sales lead or accounting software is helpful.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).Compensation:
$85,000 - $100,000 at plan earnings
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