Insurance Agent
New York Life
- Anaheim, CA
- Permanent
- Full-time
- Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
- 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
- Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
- Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
- Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
- Working knowledge of accounting and sales lead software is a plus
- Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
- Bachelor’s degree preferred; high school diploma mandatory
- Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
- Valid insurance license required or candidates must be willing to get licensed
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.Training Magazine’s APEX Award for 2022 Human Rights Campaign: 2022 Corporate Equality Index Forbes2022: America’s Best Employers for DiversityLatino Leaders 2022 Best Companies for Latinos to Work ForWe’re proud of the help we’ve provided and continue to provide clients.$579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE.Includes term, whole, and universal life.