Job Description
$60,000 - $90,000 yearly
Responsibilities:- Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
- Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
- Assist current policyholders during the insurance claims process while overseeing existing insurance claims
- Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
- Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
- As a New York Life Partner, your responsibilities include the successful recruiting And development of a team of salespeople
- Background in the health insurance or Life Insurance industries preferred
- Candidates with an active Life & Health insurance license are strongly preferred
- Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
- Possesses outstanding interpersonal and communication skills
- Previous customer service or experience as a sales representative preferred
By joining New York Life as a Partner, your ability to become promoted to a Senior Partner or Managing Partner is clearly defined and based on performance metrics allowing you to grow from managing a sales team up to an entire office.
Partner Requirements:
- Life and Health License
- FINRA SIE, Series 6 or 7
- Experience in the Financial Services industry
- Sales experience
- Sales team recruiting and management experience
- College Degree Preferred but Not Required
- Life Insurance industry experience
- Proven entrepreneurship
- Knowledge of cultural markets
- Bilingual If you are: Highly motivated
- Goal-oriented A strong communicator
- Organized
- Seeking a rewarding and challenging career? We would like to learn more about you
PLEASE NOTE: This position is not eligible for H-1 sponsorship.
About CompanyNew York Life’s 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.
Our promise? To protect, and preserve their financial security. Since 1845, we’ve been doing just that—making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender IdentityNew York Life 51 Madison Ave, New York, NY 10010