Entry-level Insurance Agent

Bighornlaw
Melville
CAD 60,000 - 80,000
Job description

NYL Nassau-Suffolk Region • Melville, NY, US

Posted a month ago

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.

New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals.

Training, Support, and Professional Development

New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

Responsibilities

  • New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds.
  • As a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures.
  • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.
  • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
  • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.
  • Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives for research prior to offering sound financial advice.
  • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs.

Qualifications

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
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