Entry-Level Insurance Sales Agent

Wizehire; Medford (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

A leading company Wizehire is seeking an Entry-Level Insurance Sales Agent in Medford, NY. The role involves assisting clients with their financial goals through tailored strategies, while benefiting from a strong training program and ongoing support to develop a successful career in insurance sales.

Qualifications

• Candidates need to communicate complicated concepts clearly.
• Strong networking abilities to identify new clients.
• Must excel in relationship management.

Responsibilities

• Organizing clients' financial data using a CRM.
• Generating prospects through marketing tools and social media.
• Helping clients implement financial recommendations.

Skills

Communication

Relationship Management

Job description

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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.

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.

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 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/

Compensation

$60,000 - $100,000 yearly

Responsibilities

• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
• Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
• Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
  
  

Qualifications

• Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
• Required to effectively network to identify potential new clients
• Must have effective relationship management skills
  
  

About Company

As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

• Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity.
  
  

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Technology, Information and Internet

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