What are the responsibilities and job description for the Sales Agent position at New York Life?
At New York Life, we have been a leader in the financial services industry for over 175 years, providing a diverse array of products such as life insurance, annuities, and investment solutions. Our mission is to help individuals and families secure their financial futures through personalized financial planning and robust client relationships. As we approach our 180th anniversary in 2025, we remain dedicated to maintaining the highest standards of integrity and client service.
As a Sales Agent with New York Life, you will be at the forefront of our efforts to empower clients in achieving their financial goals. This is an exciting opportunity to build a thriving practice while providing essential services that impact the lives of many. You will use your sales expertise to develop financial strategies tailored to each client’s unique situation.
- Build and maintain strong relationships with clients to understand their financial needs and goals.
- Offer financial products and services, including life insurance and retirement planning, that align with clients' objectives.
- Identify, qualify, and cultivate your prospects using various marketing strategies and networks.
- Conduct thorough financial assessments to provide tailored recommendations and solutions.
- Manage client portfolios and ensure continued compliance with their financial strategies.
- Keep informed on industry developments, products, and regulations to deliver informed advice to clients.
- Adhere to ethical sales practices and company protocols to foster trust and credibility within your client network.
Qualifications:
- Exceptional communication and interpersonal skills.
- A proactive and driven approach to achieving sales success.
- Sales experience is valued but not required; comprehensive training will be provided.
- Willingness to obtain necessary licensing (sponsored by New York Life).
- Ability to work independently while also collaborating with team members.
- 401(k)
- Full benefits (health/vision/dental)
- Flexible schedule
- Bonus opportunities
- Commission pay
- Licensing (sponsored by New York Life)
Work Location: In person
