Life Insurance Agent Job at New York Life - Northern California, Roseville, CA

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  • New York Life - Northern California
  • Roseville, CA

Job Description

Our rapidly expanding insurance agency is looking for a full-time life insurance agent to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We’ll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you. Apply today! Responsibilities:

  • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
  • 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
  • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
  • Develop a prospective customer base and advertise our insurance products through referrals, events, seminars, networking, and other strategies to secure new business.
  • Identify new client needs, risks, goals, current coverage, and financial situations, and custom tailoring solutions.
  • Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, and questions concerning billing and insurance policies.
Qualifications:
  • Excellent verbal and written communication skills required
  • Customer service or experience as a sales representative are highly valued
  • Candidates with an active Life & Health insurance license are strongly preferred
  • Must have graduated high school or received GED, a Bachelor’s degree is desired
  • Prior health insurance or life insurance experience a bonus
About Company: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

Job Tags

Full time,

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