Entry-Level Financial Planner: Life Insurance Focus

New York Life Insurance - Hui Ling Zhang; New York (NY); On-site; USD 60,000 - 120,000; Full time

Job summary

New York Life Insurance - Hui Ling Zhang is seeking a life insurance agent focused on delivering exceptional customer service and helping clients reach financial goals. You will navigate product options, answer questions, and grow a robust client roster while maintaining compliance and records.

You’ll complete licensing requirements, engage in ongoing training, and build long-term relationships with individuals, families, and business owners to tailor financial strategies.

Qualifications

• Experience in health or life insurance is a plus.

Responsibilities

• Onboard incoming and retain clients with appointment bookings and inquiries about billing, coverage, and policies.

Skills

Sales

Customer Service

Life Insurance License

Communication Skills

Microsoft Office

Tools

Microsoft Office

Job description

New York Life Insurance - Hui Ling Zhang is seeking a life insurance agent focused on delivering exceptional customer service and helping clients reach financial goals. You will navigate product options, answer questions, and grow a robust client roster while maintaining compliance and records.

You’ll complete licensing requirements, engage in ongoing training, and build long-term relationships with individuals, families, and business owners to tailor financial strategies.