Insurance Sales Agent

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills.

Careers with New York Life offer independence, uncapped income, defined advancement opportunities, paid training and education, and impact in our client's lives and communities. If you are interested in a bigger, better future, apply today!

$80,000 - $100,000 at plan

• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
• Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
• Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• Develop and deliver risk management strategies for each customer based on their risk profile

• Obtain the necessary licenses to sell securities and investment products for wealth management and advanced planning purposes
• Enhance your professional expertise and knowledge by participating in the training curriculum provided by New York Life
• Create and implement strategic business plans to expand your client portfolio
• Identify and reach out to potential clients to address their financial needs and inquiries
• Provide sound financial planning advice, insurance solutions, and retirement education utilizing a range of high-quality products such as life insurance, fixed annuities, securities, and long-term care insurance

• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
• Some computer skills with ability to use Microsoft Office is required
• Job seekers must have an insurance license
• Bachelor’s degree preferred; high school diploma required
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required

• Strong understanding of business principles and practices
• Preference for having an entrepreneurial mindset and experience in sales
• Excellent written and verbal communication skills to convey complex ideas effectively
• Ability to connect with the community and utilize personal networks for engagement
• Eager to learn and continually improve oneself
• Demonstrates unwavering integrity and accountability

New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career.

Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path.