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Form of workJob Description
Are you a leader who has the following traits?
- Competitive
- Entrepreneurial
- Coachable
- Communicative
- Self-disciplined
- Authentic
- Speak Spanish and/or Portuguese
If the answer is yes, consider becoming an Insurance Agent to drive a positive impact in the Latino community. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we’re looking for...
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an Insurance Agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
What we offer...
Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing Insurance Agents.
Compensation:$74,000 - $115,351 yearly
Responsibilities:- Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances
- Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
- Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
- Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
- Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
- Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
- Ability to successfully network to prospect new potential clients is a must
- Ability to obtain SIE and Series 6
- Speak Spanish or Portuguese and English
- Relationship Management skills are required
- Ability to acquire a Life & Accident health license
- Entrepreneurial Spirit
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 the long-term success of our clients.
• Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity.
• Human Rights Campaign: 2022 Corporate Equality Index • Forbes 2022: America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For We’re proud of the help we’ve provided and continue to provide our clients.7
• $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
• Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.
