Growth-Focused Insurance Advisor

New York Life - Kaysilyn Lawson; New York (NY); On-site; USD 100,000 - 120,000; Full time

Job summary

New York Life in New York, NY seeks an insurance agent dedicated to providing financial security and peace of mind for clients. You will join a team that values collaboration, integrity, and a commitment to supporting clients with comprehensive training and ongoing coaching.

Responsibilities include tailoring risk management strategies, marketing to connect with new clients, and maintaining accurate records while staying compliant with regulations.

Qualifications

• Ability to learn and understand state and federal insurance regulations.
• Computer experience with Microsoft Office.
• Willingness to obtain an insurance license.
• Knowledge of accounting and sales lead software is a plus.
• Strong analytical, communication, and interpersonal skills; customer service is a plus.

Responsibilities

• Tailor risk management strategies and client profiles to reflect each customer’s needs.
• Implement marketing strategies including cold calling and networking to connect with potential clients while managing a portfolio of current clients.
• Listen to clients to understand needs and life stage before presenting insurance options.
• Maintain logs of sales databases, client reports, bookkeeping records, and progress toward goals.
• Stay updated on changes to insurance rules or policies to adjust programs.

Skills

Analytical skills

Communication skills

Interpersonal skills

Customer service experience

Microsoft Office

Tools

Sales lead software

Accounting knowledge

Job description

New York Life in New York, NY seeks an insurance agent dedicated to providing financial security and peace of mind for clients. You will join a team that values collaboration, integrity, and a commitment to supporting clients with comprehensive training and ongoing coaching.

Responsibilities include tailoring risk management strategies, marketing to connect with new clients, and maintaining accurate records while staying compliant with regulations.