What are the responsibilities and job description for the Life Insurance Agent position at New York Life - Central Florida?

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose : to be there when our policy owners need us.

If you are searching for an excellent opportunity to grow your career as a life insurance agent, this job is for you! We are seeking a highly motivated, self-disciplined candidate interested in helping clients identify and reach their financial goals. Armed with our expansive suite of products and the support of our agents, you will guide individuals, families, and businesses through customized financial strategies. Apply today for a rewarding career in a stable, industry-leading company centered on doing what is right for its customers!

Training, Development & Benefits : Our training program extends beyond the virtual and physical classroom, as our agents learn best by doing. Every office has a dedicated sales-support team, consisting of our management team and in-office sales management trainers, who work with agents step-by-step to ensure they’ve honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the company.

About New York Life : New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies : A.M. Best (A ), Standard & Poor’s (AA ), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA / SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M / F / D / V

Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
Source : Individual Third Party Ratings Reports as 7 / 30 / 18.
MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE : MDRT as of 7 / 1 / 2019
Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance : Life, Health (Mutual),” Fortune magazine, 6 / 1 / 19. For methodology, please see http : / / fortune.com / fortune500 /

Our new blended training and development program is designed to work with your schedule and in this type of role that makes all the difference. Our multifaceted system includes :

In conjunction with in-office trainings; a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want!

Once established in the career, Fast Track to Management opportunities for qualified professionals

Compensation :

65,000 at plan commission

Responsibilities :

Improve your professional skills and knowledge through the New York Life training curriculum

Spotlight a multitude of potential solutions within our competitive suite of products and services while assisting clients in reaching their financial goals

Obtain optional licenses to sell investments and other securities products concerning wealth management and advanced planning

Create and implement business and marketing plans that will expand your client base

Deliver responsible business planning, insurance, and retirement education via options for high-quality life insurance, fixed annuities, securities, long-term care insurance, and other related products

Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction

Work with policyholders to develop and deliver risk management strategies that fit their individual profiles

Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders

Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs

Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty

Qualifications :

Experience in sales and implementing growth strategies a plus

Uncompromising integrity and responsibility required

Must be able to engage your community and tap personal networks to identify contacts

Strong business acumen

Articulate complicated concepts using superb written and verbal communication skills

High school diploma or equivalent required; Bachelor’s degree preferred

Basic computer skills with proficiency with Microsoft Office suite are necessary

Active Life and Health insurance license is a strong bonus

Previous health insurance or life insurance experience is a plus

Previous customer service or experience as a sales representative preferred

Proficiency in Microsoft Office products

Possesses outstanding interpersonal and communication skills

Bilingual Speaking (English / Spanish) a plus

About Company

About New York Life

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 long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

We’re proud of the training we offer.

Training Magazine’s APEX Award for 2022

We’re proud the be recognized by organizations that also value diversity

Latino Leaders : 2022 Best Companies for Latinos to Work For

Human Rights Campaign : 2022 Corporate Equality Index

Forbes 2022 : America’s Best Employers for Diversity

Salary : $65,000

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