Licensed Insurance Sales Agent

Responsibilities

• Serve as a trusted financial partner by delivering comprehensive guidance in retirement planning, investment strategies, risk management, and estate planning.
• Build meaningful, long-term client relationships by providing ethical, personalized advice tailored to each client’s unique goals and life stage.
• Grow your own practice through proactive business development — including networking, referrals, educational seminars, and active community involvement.
• Design customized financial solutions by assessing clients’ needs and recommending strategies that may include life insurance, annuities, and investment products.
• Develop deep expertise by staying current with industry trends, market insights, and maintaining required licenses and certifications.
• Collaborate with a strong internal support team — including underwriters and product specialists — to deliver comprehensive, client-centered financial strategies.

Qualifications

• New York Life is seeking driven, client-focused professionals who are passionate about helping individuals and families achieve financial confidence.
• We provide comprehensive training, proven tools, and ongoing support to help you succeed, enabling you to deliver personalized solutions and trusted advice throughout every stage of the clients’ lives.

About New York Life - Rob Ward

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.