Entry-level Insurance Agent

Bighornlaw; Philadelphia (Philadelphia County); On-site; USD 50,000 - 90,000; Full time

Job summary

Join a prominent financial company as a financial service professional focused on empowering clients through tailored financial advice and products. This role emphasizes integrity, effective communication, and networking, backed by comprehensive training and support from an industry leader. Embrace the opportunity to grow your career while making a meaningful impact on clients' financial futures.

Benefits

Medical, dental, vision insurance

Long-term disability insurance

Group term life insurance

Qualifications

• Ability to successfully network to prospect new potential clients.
• Uncompromising integrity and effectiveness in communication.
• Effective relationship management skills.

Responsibilities

• Research and provide financial advice and strategies through educational meetings or seminars.
• Collect and organize each client’s financial information using a CRM.
• Leverage marketing and social media tools to identify new clients.

Skills

Networking

Relationship Management

Integrity

Tools

CRM

Job description

Posted 7 days 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.

Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.

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.

About New York Life: New York Life is among the strongest and most respected financial companies in the world. It has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating agencies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. It has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Financial Service Professionals 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

1-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.

2- Source: Individual Third Party Ratings Reports as of 7/30/18.

3- 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

4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/

Responsibilities

1. Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
2. Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
3. Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
4. Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
5. Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services

Qualifications

• Ability to successfully network to prospect new potential clients is a must
• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
• Must have effective relationship management skills