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

Job Description

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 :

80,000 - $110,000 yearly

Responsibilities :

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

Help clients achieve their financial goals by presenting a breadth of solutions offered by our competitive suite of products and services

Acquire discretionary licenses to sell investments and other securities products centered on advanced planning and wealth management

Hone your knowledge and professional skills by successfully completing the New York Life training curriculum

Seek and reach out to potential clients to learn about their financial circumstances and goals

Qualifications :

Uncompromising integrity and responsibility required

Strong written and verbal communication skills are required to effectively share complex ideas

Growth mindset and sales experience strongly preferred

Solid business expertise and knowledge a must

Leverage personal networks and contacts and engage your community to identify prospects

About Company

We promise to work with you to build a strong financial future for both of you.

73 on Fortune 100 in 2020.

A leading company with many agents qualifying for MDRT2 year after year.

Highest possible financial strength ratings currently awarded to any life insurer : Standard and Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA) as of 9 / 12 / 19.

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 terminate benefit plans at any time for any reason.

MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance.

Salary : $80,000 - $110,000

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