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Insurance Sales Representative

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: New York Life Insurance Company - Santa Clara General Office
Full Time position
Listed on 2026-01-12
Job specializations:
  • Insurance
    Insurance Sales, Insurance Agent, Life Insurance
  • Sales
    Insurance Sales
Salary/Wage Range or Industry Benchmark: 85000 - 100000 USD Yearly USD 85000.00 100000.00 YEAR
Job Description & How to Apply Below

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
  • Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
  • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
  • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
  • Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
  • Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
Qualifications
  • Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
  • High school diploma necessary; college degree a bonus
  • Fundamental computer skills such as experience with Microsoft Office
  • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
  • Job seekers must already have or be willing to get an insurance license
  • 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)
Compensation

$85,000 - $100,000 at plan earnings

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