Entry-Level Life Insurance Sales Agent

About the role

New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.

Responsibilities

• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
• Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional

Qualifications

• Required to effectively network to identify potential new clients
• Must possess uncompromising integrity and the ability to communicate complex ideas
• Relationship management skills are required
• We’re looking for people who possess the following characteristics:
• Highly self-motivated and self-disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
• Fearless, positive attitude, and willingness to be accountable for results
• Organized, detail-oriented, and excellent time-management skills
• The desire for continuous learning
• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

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.

Compensation

$75,000 - $100,000 yearly