Financial Life Planner & Insurance Advisor

New York Life Greater Oregon; Tigard (OR); On-site; USD 45,000 - 70,000; Full time

Job summary

New York Life Insurance Company is seeking an Insurance Agent to help clients build and protect their financial futures. You will educate on planning ahead, understand client needs, and grow a trusted practice through networks and referrals.

The role emphasizes compassionate guidance, long-term client relationships, and commitment to serving families and businesses while upholding the company’s values and standards.

Qualifications

• Understand the needs and financial concerns of clients.
• Educate clients on how to plan ahead for the future financially.
• Promote customized ways for clients to achieve their long-term financial goals.
• Cultivate relationships to help families/individuals pursue financial security.
• Build an insurance/financial practice through networks and prospecting.
• Provide compassion and guidance when life events occur.
• Develop and maintain long-term bonds with clients to build trust and continuity.

Responsibilities

• Understand the needs and financial concerns of clients.
• Educate clients on how to plan ahead for the future financially so they are prepared for life events.
• Promote customized ways for clients to achieve their long-term financial goals.
• Cultivate relationships to help every family member pursue financial security.
• Build an insurance and financial practice through professional networks and prospecting for new clients.

Skills

Sales experience

Communication skills

Community engagement

Networking

Job description

New York Life Insurance Company is seeking an Insurance Agent to help clients build and protect their financial futures. You will educate on planning ahead, understand client needs, and grow a trusted practice through networks and referrals.

The role emphasizes compassionate guidance, long-term client relationships, and commitment to serving families and businesses while upholding the company’s values and standards.