Life insurance agent

DescriptionLife Insurance Agent - San DiegoWhat does a career need to offer you?Personal satisfaction? Financial Growth? Opportunity to advance? You'll find all that and more as a New York Life Financial Professional.At New York Life Insurance Company, we believe it's possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers.This career isn't for everyone, but the best Agents and Managers in our company will tell you there's nothing else like it.Successful Agents at New York Life Insurance Company come from many different cultures and backgrounds. Most have dreams like yours.And life stories are nothing like yours. That's one reason our company is a great place to build your career.Join us.If you're looking for a career where you can grow your business and make a difference in your community, then let's talk.We're looking for motivated self-starters who want :• Comprehensive and ongoing professional training and development• State-of-the-art marketing and sales solutions• A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients• A clearly defined career path, including opportunities in Management for qualified individuals• Comprehensive benefits, including a defined benefit pension plan and significant earnings potentialHere's what you'll do : As a New York Life Agent, you'll be offering high-quality life insurance, fixed annuities, long-term care insurance, and other products for insurance and retirement planning needs. You'll also :• Develop and implement business and marketing plans• Prospect for potential clients• Discuss the financial concerns and needs of individuals• Develop your professional skills and knowledgeResponsibilities• Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date• Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations• Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business• Assist current policyholders during the insurance claims process while overseeing existing insurance claimsQualifications• Client service experience as a sales representative a plus• Possesses outstanding interpersonal and communication skills• Must have graduated high school or received GED, a Bachelor's degree is desired• Skilled with Microsoft OfficeLast updated : 2024-09-16