Insurance Partner

We’re looking for a personable, enthusiastic Insurance Partner to help take our agency to the next level. Our ideal candidate is a motivated team player who has the ability to stay focused in a fast-paced work environment. You will manage client communications, nurture important relationships, and keep track of policy details and documentation in a secured system. This is a critical role on our team with a strong focus on client services to foster ongoing sales and renewals. We will provide industry-specific training for the right candidate who demonstrates a dedication to excellence. Sound like a job you’ll love? Apply now!

$60,000 - $150,000 yearly

• Inspire, guide, and lead a team of insurance agents to achieve and surpass sales targets and performance metrics
• Utilize your recruiting skills to identify, attract, and onboard top-tier insurance professionals who will contribute to the team's success. Provide ongoing coaching, training, and mentorship to enhance their sales skills and product knowledge
• Develop and execute innovative sales strategies, identifying opportunities to expand the client base and increase revenue
• Offer regular coaching sessions, monitor team members' progress, and provide constructive feedback to enhance their capabilities and achieve growth
• Stay informed about industry trends, competitive landscape, and market developments to make informed decisions and adjust sales strategies accordingly
• Foster strong relationships with clients, ensuring exceptional customer service and addressing their insurance needs effectively
• Maintain accurate records of sales activities, track team performance, and generate regular reports for management
• Ensure that all sales activities and practices adhere to industry regulations and company policies
• Constantly seek out new approaches and techniques to improve sales processes, enhance customer engagement, and achieve ambitious growth goals

• Demonstrated experience in sales, with a proven track record of success in driving revenue and achieving sales targets
• Exceptional interpersonal and communication skills, with a strong focus on delivering outstanding customer experiences
• Strong organizational abilities to effectively manage client interactions, documentation, and administrative tasks
• A basic understanding of insurance products and coverage, or a willingness to learn and quickly grasp the essentials
• Proactive problem-solving skills to address client issues and provide effective solutions
• Keen attention to detail to ensure accuracy in policy management and client interactions
• Ability to collaborate effectively with colleagues, agents, and departments to ensure seamless service delivery
• Flexibility to adapt to changing priorities and client needs in a dynamic and fast-paced environment
• Ability to identify opportunities for upselling and cross-selling insurance products and services to meet client needs
• 2+ years of managing experience, an MBA, or higher education in a related field is preferred, but not mandatory
• Maintain a high level of professionalism, ethics, and integrity in all client interactions and representations
• Eagerness to participate in training and development programs to enhance your insurance and sales expertise

New York Life is a renowned insurance company with a rich history dating back over 175 years. It stands as one of the largest mutual life insurance companies in the United States, consistently demonstrating its commitment to providing financial protection and stability for its policyholders.

New York Life stands out as a prestigious organization where individuals can build meaningful and rewarding careers. Its strong values, focus on employee development, and dedication to making a positive impact in the lives of its policyholders create an environment that fosters personal and professional growth.