Licensed Life Insurance Agent
New York Life
San Mateo, CA US
Posted ago
New York Life
Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now!
Responsibilities
  • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
  • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
  • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
  • Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
  • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims

  • 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
  • Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
  • Remain updated about insurance industry changes that may affect customers in your portfolio
  • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
  • Providing compassion and guidance to clients when unfortunate life circumstances arise

Qualifications
  • Must have graduated high school or received GED, a Bachelor’s degree is desired
  • Candidates with an active Life & Health insurance license are strongly preferred
  • Proficiency with Microsoft Office products
  • Possesses outstanding interpersonal and communication skills
  • Previous health insurance or life insurance experience a plus

  • Job seekers must already have or be willing to get an insurance license
  • Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
  • Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
  • Sales experience preferred – entrepreneurial mindset, no mile too far
  • Desire to help families and businesses to “Be Good At Life”
  • Strong business acumen
  • Professional business demeanor
  • Perseverance in the face of a challenge
  • Ability to engage your community and leverage personal networks/contacts


Compensation
$70,000 - $110,000 yearly
About New York Life

We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).

Our extensive, agent-focused resources include:

· The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales

· Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support

· Substantial benefits, including a defined benefit pension plan and 401k

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