Insurance Sales Representative

New York Life Insurance Company - Santa Clara General Office

Insurance Sales Representative

San Jose, CA
Full Time
Paid
  • Responsibilities

    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 communications 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! Responsibilities: • Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals • 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: • Candidates must have or be willing to get an insurance license • Strong analytical, communication, and interpersonal skills required; customer service experience is a plus • Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs • Working knowledge of accounting and sales lead software is a plus • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole • 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

  • Compensation
    $85,000-$100,000 per year