About the position
As a Life Insurance Agent with New York Life Insurance Company in San Diego, you will embark on a rewarding career that offers personal satisfaction, financial growth, and opportunities for advancement. This role is designed for motivated self-starters who are eager to make a difference in their community while building a successful business. New York Life believes in doing the right thing, which is reflected in the way we conduct our business and the partnerships we form with our agents and managers. Successful agents come from diverse backgrounds and cultures, each bringing unique life stories and dreams to the table. This diversity is what makes our company a great place to build your career. In this position, you will be responsible for offering high-quality life insurance, fixed annuities, long-term care insurance, and other financial products tailored to meet the protection and financial needs of your clients. You will receive comprehensive and ongoing professional training and development, access to state-of-the-art marketing and sales solutions, and a clearly defined career path that includes management opportunities for qualified individuals. Additionally, you will enjoy comprehensive benefits, including a defined benefit pension plan and significant earnings potential. Your role will involve developing and implementing business and marketing plans, prospecting for potential clients, discussing financial concerns and needs with individuals, and presenting tailored solutions using our suite of products and services. You will also have the opportunity to expand your professional skills and knowledge, ensuring that you are well-equipped to serve your clients effectively.
Responsibilities
- Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, responding to inquiries, and addressing questions concerning billing 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 through networking, referrals, cold calling, and various marketing strategies to bring in new business.
- Manage electronic and paper records and ensure all contracting paperwork is kept current.
Requirements
- Proficiency with Microsoft Office products.
- Previous customer service or experience as a sales representative preferred.
- Must have graduated high school or received GED; a Bachelor's degree is desired.
Benefits
- Comprehensive benefits including a defined benefit pension plan.
- Significant earnings potential.
- Comprehensive and ongoing professional training and development.
- State-of-the-art marketing and sales solutions.
