EntryLevel Insurance Sales Agent

NYL Nassau-Suffolk Region; Medford (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking motivated financial service professionals to join their team. This role focuses on providing personalized financial planning and advice, helping clients navigate their financial futures with confidence. With a comprehensive training program and ongoing support, you will have the resources needed to succeed in a rewarding career. The company offers competitive compensation and benefits, ensuring you and your family are well taken care of. If you're passionate about helping others achieve financial security, this opportunity is perfect for you.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Long-term Disability Insurance

Group Term Life Insurance

Qualifications

• Uncompromising integrity and effective communication of complex ideas.
• Strong relationship management and networking skills.

Responsibilities

• Develop tailored financial plans for clients based on their needs.
• Use CRM tools to manage client information and financial goals.
• Generate prospects through social media and marketing.

Skills

Relationship Management

Communication Skills

Networking

Tools

CRM Tools

Job description

Job Description: Financial Service Professional at New York Life

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 aim to grow your career by helping you make our financial products and services accessible to clients seeking a sustainable approach to financial planning.

Training, Support, and Professional Development

We offer a comprehensive three-year training program, marketing support, prospecting, and technical assistance. Our resources enable you to work with successful, established agents and managers who assist in developing your clientele. As part of a Fortune 100 company, we provide ongoing support and resources.

About New York Life

We are among the strongest and most respected financial companies worldwide, with top financial strength ratings from all major rating agencies. We have led the Million Dollar Round Table for 65 consecutive years and have been recognized as one of Fortune Magazine’s "World’s Most Admired Companies" in 2019. Our investment advisory services are offered through Eagle Strategies LLC, and securities are offered through NYLIFE Securities LLC, a licensed insurance agency and member of FINRA/SIPC.

Benefits

Immediate eligibility for health, dental, vision, long-term disability, and group term life insurance for full-time agents and their dependents. Benefits are subject to change at the company's discretion.

Responsibilities

1. Develop and implement tailored financial plans considering each client’s needs and circumstances.
2. Use CRM tools to organize client information and financial goals.
3. Help clients implement financial recommendations such as life insurance, savings plans, and mutual funds.
4. Continuously generate prospects using social media and marketing tools, establishing trust as a financial advisor.
5. Research and provide financial advice through educational meetings or seminars aligned with client risk tolerance and objectives.

Qualifications

• Uncompromising integrity and the ability to communicate complex ideas effectively.
• Strong relationship management skills.
• Ability to network and identify potential clients.

Compensation

$60,000 - $100,000 annually.