What are the responsibilities and job description for the Life & Health Insurance Sales Agent position at New York Life - San Diego?
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 clients’ lives every day. If this sounds like a job you’d love, apply now!
Compensation:$90,000 commission based
Responsibilities:- Manage electronic and paper records and ensure all contracting paperwork is kept current
- 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
- Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
- Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
- Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
- Strong interpersonal and communication skills are a must
- Skilled with Microsoft Office
- Previous health insurance or life insurance experience a plus
- Must have graduated high school or received GED, a Bachelor’s degree is desired
- Active Life & Health insurance license is a strong bonus
Awards & Accolades.
- A Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody’s)
- AA Very Strong (Standard & Poor’s)
We’re proud of our position in the industry.
- New York Life was named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine
- Training Magazine’s Training Top 100 for 2021
- 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
- $938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
- $4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
- Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.
