What are the responsibilities and job description for the Insurance Partners position at New York Life - Houston?

Job Description

Are you a skilled Insurance Partners eager to bring top industry talent to our firm? We want you! As our insurance firm grows, we need an experienced expert to help us sell and recruit outstanding professionals. This role offers a unique chance to shape our future by identifying and attracting top-tier insurance talent. Ready for the challenge? Apply now!

New York Life Insurance Company (www.newyorklife.com), a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States and one of the largest life insurers in the world. Headquartered in New York City, New York Life’s family of companies offers life insurance, disability income insurance, retirement income, investments, and long-term care insurance. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies.

This role starts with sales.

New York Life Partners play a critical role in growing and guiding the organization through a blend of leadership, mentorship, and sales responsibilities. Their primary responsibilities typically include :

Identifying, hiring, and training new agents and financial professionals to build a successful sales team, fostering both individual and team growth.
Setting and driving sales targets, strategies, and goals while supporting agents in achieving individual and collective targets.
Providing ongoing mentorship, guidance, and development for agents, helping them build skills in client relationships, product knowledge, and ethical sales practices.
Monitoring team performance, conducting reviews, and offering constructive feedback to help team members grow and meet their goals.
Overseeing client relationships, ensuring quality service and satisfaction, and working with agents to address clients’ financial and insurance needs effectively.
Working closely with senior leadership to create and implement growth strategies, aligning team goals with the company’s objectives.
Ensuring that all agents adhere to regulatory and ethical standards, maintaining high-quality service, and protecting client confidentiality.
Identifying new markets or segments for expansion, as well as new client acquisition opportunities, and working with agents to establish a strong presence in those areas.
Representing New York Life at community events and networking opportunities, enhancing the firm’s reputation and connecting with potential clients.

Qualifications for this role often include :

Significant experience in insurance sales, financial advising, or a related field, with a proven track record of success in sales or management.

Demonstrated ability to lead, mentor, and motivate a team, helping individuals achieve their professional goals while driving team success.

Strong sales background with expertise in developing sales strategies, setting and achieving targets, and driving revenue.

Experience in recruiting and training high-potential talent, preferably with a history of building successful teams in the insurance or financial services industry.

Ability to build rapport with diverse individuals, manage client relationships, and communicate effectively with team members.

Comprehensive knowledge of insurance products and financial planning, including life insurance, annuities, retirement planning, and other investment products.

Strong analytical skills to assess market trends and create effective strategies for team growth and market expansion.

Familiarity with industry regulations, with a commitment to ethical practices and maintaining compliance.

A bachelor’s degree in business, finance, marketing, or a related field is preferred, though significant industry experience may be considered in lieu of formal education.

Active state Life & Health insurance license, with the willingness to pursue additional certifications or licenses as needed for compliance and career growth.

Strong drive to meet and exceed goals, with the ability to work independently and lead with a proactive approach.

The ideal candidate is results-driven, hungry for customer acquisition, and passionate about contributing to top-line revenue growth.

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What are the responsibilities and job description for the Insurance Partners position at New York Life - Houston?

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