jobs 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 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

• 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.
• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders.
• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs.
• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied.

Qualifications

• Job seekers must already have or be willing to get an insurance license.
• Basic understanding of sales lead or accounting software is helpful.
• Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs.
• Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations.

Compensation

$75,000 - $125,000 yearly

About New York Life - Anaheim

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

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Anaheim CA United States

salary-criteria

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