Job Description
$80,000 - $120,000 at plan yearly
Responsibilities:- Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
- Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
- Develop and deliver risk management strategies for each customer based on their risk profile
- Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
- 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
- High school diploma required; bachelor’s degree preferred
- Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
- Proficiency with accounting or sales-related software is helpful
- Insurance license required
- Candidates should have basic computer skills and be able to use Microsoft Office programs
Are you a leader who has the following traits?
- Competitive
- Enterprising
- Coachable
- Communicative
- Self-disciplined
- Authentic
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client’s interests and priorities. We had over 176 years of industry success. Some of our accolades include:
- A promise to work with you to build a strong financial future for both you and your clients
- #73 on Fortune 100 in 2020
- A leading company with many agents qualifying for MDRT 2 year after year
- Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19
- Full benefits when hired and 3 separate pension
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Lance Gillman Senior Partner, New York Life