Entry-Level Life Insurance Sales Agent

New York Life; Melville (NY); On-site; USD 75,000 - 100,000; Full time

Job summary

New York Life seeks a driven financial services professional to offer a range of financial products and services to clients aiming for solid financial foundations and goals.

The role includes a three-year training program, marketing support, prospecting help, and ongoing development within a Fortune 100 company. You will help clients plan for their financial futures using diverse products and services.

Qualifications

• Self-motivated and self-disciplined with the ability to work independently.
• Outgoing personality with the ability to develop relationships and help others.
• Fearless, positive attitude and accountability for results.
• Organized, detail-oriented with strong time-management skills.
• The desire for continuous learning and strong listening skills.
• Must network to identify potential new clients and explain complex ideas.

Responsibilities

• Help clients develop a long-term financial plan using life insurance, investments, annuities, and mutual funds.
• Build your practice and assist community members in preparing for their financial futures.
• Implement financial recommendations such as life insurance and savings plans.
• Assess client needs to tailor personalized financial strategies.
• Participate in educational meetings and seminars to support informed decisions.
• Collect and organize client data using a CRM to set financial goals and expectations.
• Leverage marketing tools to identify and secure new clients.

Skills

Self-motivated

People person

Listening skills

Accountability

Organized

Time management

Clear communicator

Integrity

Willingness to learn

Relationship management

Job 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.

Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright 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. 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:

$75,000 - $100,000 yearly

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") and a sincere desire to help others
• Fearless, positive attitude, and willingness to be accountable for results
• Organized, detail-oriented, and excellent time-management skills
• The desire for continuous learning
• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
• Required to effectively network to identify potential new clients
• Must possess uncompromising integrity and the ability to communicate complex ideas
• Relationship management skills are required

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
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
• Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional