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New York Life Insurance Company - Santa Clara General OfficeSan Jose, CA, US
6 days ago
Job type
Full-time
Job description
Description
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!
Responsibilities
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
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
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
Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
Qualifications
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)
High school diploma required; bachelor's degree a plus
Experience using accounting or sales-related software is beneficial
Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
Basic computer skills including proficiency with Microsoft Office suite is required
Valid insurance license required or candidates must be willing to get licensed