Job Description
Description Our 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.
Apply today to embark on a rewarding career in a stable, industry-leading company that prioritizes doing right by its clients! We are looking for a self-disciplined, highly motivated new team member who is interested in helping clients achieve their financial goals and building a great career as a life insurance agent in the process. You will leverage our expansive line of products to develop financial strategies customized for each individual, family, and business you serve. Join us today!
Training, Development & Benefits: Our training program extends beyond the virtual and physical classroom, as our agents learn best by doing. Every office has a dedicated sales-support team, consisting of our management team and in-office sales management trainers, who work with agents step-by-step to ensure they've honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.
Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
- Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
- Source: Individual Third Party Ratings Reports as 7/30/18.
- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see
Our new blended training and development program is designed to work with your schedule and in this type of role that makes all the difference. Our multifaceted system includes:
- In conjunction with in-office trainings; a comprehensive and user-friendly learning experience within New York Life's online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want!
- Once established in the career, Fast Track to Management opportunities for qualified professionals
Responsibilities •Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers' satisfaction
•Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
•Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
•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
•Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
•Obtain optional licenses to sell investments and other securities products concerning wealth management and advanced planning
•Participate in and complete the New York Life training curriculum to build your professional skills and knowledge
•Increase your client base by creating and implementing strategic business and marketing plans
•Offer high quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs
•Prospect and contact potential clients to discuss their financial needs and concerns
Qualifications •High school diploma or equivalent required; Bachelor's degree preferred
•Basic computer skills with proficiency with Microsoft Office suite are necessary
•Active Life and Health insurance license is a strong bonus
•Previous health insurance or life insurance experience is a plus
•Previous customer service or experience as a sales representative preferred
•Proficiency in Microsoft Office products
•Possesses outstanding interpersonal and communication skills
•Bilingual Speaking (English/Spanish) a
plus •Excellent communication skills both written and verbal to communicate complex skills
•Strong values of integrity are a must
•Leverage personal networks and contacts and engage your community to identify prospects
•Growth mindset and sales experience strongly preferred
•Solid business expertise and knowledge a must
Job Tags
Full time, Part time, Fixed term contract, Immediate start, Remote job,