We are seeking a motivated insurance agent with an entrepreneurial spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today! Compensation:

$55,000 - $80,000 at plan

Responsibilities:

• Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
• Develop and deliver risk management strategies for each customer based on their risk profile

• We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job it’s a career with purpose and opportunity
• You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
• As a Licensed Insurance Sales Agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients

Qualifications:

• Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
• High school diploma required; bachelor’s degree preferred
• Insurance license required
• Some computer skills with ability to use Microsoft Office is required
• Proficiency with accounting or sales-related software is helpful

• Be a people person
• Exhibit keen listening
• Have strong attention to detail
• Have a knack for navigating the finer details in business or financial planning
• Insurance license or willing to obtain

About Company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client’s interests and priorities. We had over 176 years of industry success. Some of our accolades include:

• A promise to work with you to build a strong financial future for both you and your clients
• #73 on Fortune 100 in 2020
• A leading company with many agents qualifying for MDRT 2 year after year
• Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19
• Full benefits when hired and 3 separate pension

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Lance Gillman Senior Partner, New York Life