Fast Track Partner

New York Life Insurance Co.; Des Moines (IA); On-site; USD 100,000 - 150,000; Full time

Job summary

New York Life Insurance Co. in Des Moines, IA seeks an ambitious insurance agent to identify and convert sales leads while managing a robust client portfolio. You will leverage referrals, networking, cold calls, and marketing efforts to grow business and deliver tailored financial solutions.

The role requires proven leadership, strong communication, and deep insurance knowledge, with training and mentoring provided to accelerate earning potential in a dynamic market.

Qualifications

• Experience in leading and mentoring teams to foster growth and collaboration.
• Proven track record of developing strategic plans to drive growth and hit sales targets.
• Ability to cultivate strong client relationships and provide tailored financial solutions.
• Experience collaborating with cross-functional teams to improve service delivery and client satisfaction.
• Strong analytical skills to monitor market trends and competitor activities.
• Commitment to regulatory compliance and high integrity.
• Ability to train and develop advisors in a growth-focused environment.
• Excellent analytical, interpersonal, and customer service skills.
• Understanding of the insurance industry, products, risk profiles, and regulations.
• Proficiency with MS Office suite.
• High school diploma required; bachelor’s degree strongly preferred.
• Must have an insurance license.

Responsibilities

• Develop and implement growth strategies to expand your network of prospective clients.
• Build and nurture lasting client relationships by understanding financial priorities and delivering guidance.
• Identify opportunities to introduce additional financial solutions to clients.
• Evaluate client portfolios and recommend appropriate insurance and investment solutions.
• Stay informed on financial markets, industry developments, and regulations.
• Share knowledge with developing advisors to foster growth and learning.
• Coordinate with internal partners to meet client needs and ensure a consistent experience.
• Monitor policy requirements and claims to ensure mutual satisfaction.
• Create risk management strategies tailored to clients’ risk profiles.
• Update records and systems to report progress to stakeholders.
• Grow existing portfolios with effective sales strategies and long-term loyalty.

Skills

Leadership

Strategy development

Client relationships

Cross-functional collaboration

Market analysis

Compliance

Training and development

Communication

Insurance knowledge

MS Office

Insurance licensing

Education

High school diploma

Bachelor’s degree preferred

Insurance license

Tools

Microsoft Office

Job description

We are seeking a motivated insurance agent to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands.

Compensation

$100,000+

Qualifications

• Experience in leading and mentoring teams, with a focus on fostering growth and collaboration.
• Proven track record of developing and implementing strategic plans to drive business growth and achieve sales targets.
• Ability to cultivate strong client relationships and provide tailored financial solutions.
• Experience in collaborating with cross-functional teams to enhance service delivery and client satisfaction.
• Strong analytical skills to monitor market trends and competitor activities, identifying opportunities for innovation.
• Commitment to ensuring compliance with industry regulations and company policies, maintaining high standards of integrity.
• Ability to facilitate training and development programs, promoting continuous learning and improvement within the team.
• Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
• Basic computer skills with proficiency with Microsoft Office suite is necessary
• High school diploma mandatory; four-year undergraduate degree strongly preferred
• Job seekers must have an insurance license

Responsibilities

• Develop and implement business growth strategies that expand your network of prospective clients and strengthen your presence within the community and market.
• Build and nurture lasting client relationships by gaining a thorough understanding of their financial priorities and delivering personalized guidance throughout their financial journey.
• Identify opportunities to introduce clients to additional financial solutions that may complement their existing strategies and further support their goals.
• Evaluate client financial portfolios and recommend appropriate insurance and investment solutions based on their individual circumstances, objectives, and risk considerations.
• Maintain current knowledge of financial markets, industry developments, and regulatory requirements to ensure recommendations and client conversations remain informed and relevant.
• Share knowledge and experience with developing advisors, contributing to a supportive environment focused on professional growth, collaboration, and continuous learning.
• Work closely with internal partners and available resources to coordinate client needs, facilitate efficient implementation of recommendations, and provide a consistent experience from initial conversation through ongoing service.
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
• Create tailored risk management strategies directly with clients that align with their risk profiles
• Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs