EntryLevel Life Insurance Sales Agent

NYL Nassau-Suffolk Region; Melville (NY); On-site; USD 75,000 - 100,000; Full time

Job summary

A leading financial services company in Melville, NY is seeking a motivated individual for a financial advisor role. The position involves building client relationships and developing tailored financial strategies to help clients achieve their financial goals. Responsibilities include identifying new clients, providing financial recommendations, and utilizing CRM tools. Candidates should possess a strong work ethic, integrity, and excellent communication skills. Compensation ranges from $75,000 to $100,000 annually, alongside various benefits.

Qualifications

• Must exhibit uncompromising integrity and effectively communicate complex programs.
• Highly self-motivated and able to work independently.
• Outgoing personality with a sincere desire to help others.

Responsibilities

• Leverage marketing tools to identify and secure new clients.
• Collect and organize client financial information using a CRM.
• Provide financial recommendations for savings plans and investments.
• Participate in educational meetings relevant to clients.
• Develop tailored financial plans considering individual needs.
• Help clients develop long-term financial strategies.
• Build your practice to assist the community.

Skills

Integrity

Relationship management skills

Networking ability

Self-motivated

Detail-oriented

Time management

Listening skills

Tools

CRM software

Job description

Overview

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.

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 from A.M. Best, Standard & Poor’s, Moody’s, and Fitch. For 65 consecutive years, it has led the Million Dollar Round Table with more members than any other insurance or financial institution. It was recognized as one of the “World’s Most Admired Companies” by Fortune Magazine in 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). New York Life is a licensed insurance agency and an Equal Opportunity Employer. Full‑time agents and their dependents are immediately eligible for medical, dental, vision, long‑term disability, and group term life insurance.

Responsibilities

• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.
• Collect and organize each client’s financial information using a CRM to determine financial status, goals, cash flow, and expectations.
• Provide financial recommendations for savings plans, life insurance policies, mutual fund investments, and other financial products.
• Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives to research prior to offering sound financial advice.
• Develop and implement tailored financial plans using our array of services while considering each client’s needs and life circumstances.
• Help clients develop a long‑term financial strategy to achieve their goals using life insurance, investments, annuities, and mutual funds.
• Build your practice and help those in your community prepare for their financial futures.

Qualifications

• Uncompromising integrity and the ability to effectively communicate complex programs and ideas.
• Relationship management skills.
• A strong network and ability to identify potential new clients.
• Highly self‑motivated, self‑disciplined, and able to work effectively and independently.
• Outgoing personality with a sincere desire to help others.
• Fearless, positive attitude, and willingness to be accountable for results.
• Organized, detail‑oriented, and excellent time‑management skills.
• Desire for continuous learning.
• Excellent listening skills and ability to explain complex information simply and concisely.

Compensation

$75,000 – $100,000 per year.

Benefits and Additional Information

New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.