Insurance Sales Agent

Job Description

Job Description

Only candidates located within 30 miles of San Jose, CA will be considered for this position.

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 in training you to be a successful insurance sales representative!

$118,500+ annually at plan commission

• 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
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• 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
• Tailor risk management strategies and client profiles to reflect each customer’s individual needs
• Remain updated about insurance industry changes that may affect customers in your portfolio

• High school diploma required; bachelor’s degree a plus
• Candidates must have or be willing to get an insurance license
• Experience using accounting or sales-related software is beneficial
• Basic computer skills including proficiency with Microsoft Office suite is required
• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus

• Only candidates located within 30 miles of San Jose, CA will be considered for this position.

• 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)

• Bilingual in English and other languages is preferred

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

550 S. Winchester Blvd., Suite 405, San Jose, CA 95128

25 Metro Drive, Suite 300, San Jose, CA 95110