Insurance Sales Agent

New York Life Insurance Company - Greater San Jose General Office; San Jose (CA); On-site; USD 107,000 - 130,000; Full time

Job summary

New York Life Insurance Company - Greater San Jose General Office is seeking an entry-level insurance agent to start a career in insurance sales. You will listen to clients, tailor plans to their needs, and build a portfolio through marketing and networking.

Training and advancement opportunities are available as you develop industry credentials and customer service skills. The role emphasizes relationship building, data tracking, and ongoing knowledge of industry changes to serve clients

Qualifications

• High school diploma required; bachelor’s degree a plus.
• Must have or be willing to obtain an insurance license.
• Experience using accounting or sales-related software is beneficial.
• Proficiency with Microsoft Office is required.
• Strong analytical, communication, and interpersonal skills; customer service experience is a plus.

Responsibilities

• Spend time listening to existing, new, and prospective clients to evaluate needs and stage‑of‑life priorities before presenting insurance plan options.
• Keep an accurate log of sales databases, client reports, bookkeeping records, and progress toward goals with stakeholders.
• Implement marketing strategies including cold calling and networking to connect with potential clients while maintaining a portfolio of current clients.
• Tailor risk management strategies and client profiles to reflect each customer’s needs.
• Remain updated about insurance industry changes that may affect customers in your portfolio.

Skills

Interpersonal communication

Organization skills

Customer service

Microsoft Office

Education

High school diploma

Bachelor’s degree

Tools

Microsoft Office

Sales software

Job description

Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective customers. Job seekers must have strong organization skills, attention to detail, and an enthusiastic approach to customer service. If you're interested in an exciting opportunity to become a top-notch 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
• 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

Qualifications:

• 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

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

Compensation:

$118,500+ annually at plan commission

$118,500 per year