Growth Partner - Insurance Lead, Mentor & Portfolio Builder

New York Life; Des Moines (IA); On-site; USD 95,000 - 130,000; Full time

Job summary

New York Life in Des Moines, IA is seeking an experienced insurance agent who can grow a client portfolio and lead by example. You will develop strategies for promoting all types of new contracts, adjust existing plans, and collect client information to tailor risk profiles and insurance solutions.

Ideal candidates have a proven sales record, the ability to mentor teams, build strong client relationships, and collaborate with internal partners to deliver personalized financial guidance while

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.
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
• Proficiency with accounting or sales-related software is helpful
• Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
• Candidates should have basic computer skills and be able to use Microsoft Office programs
• Bachelor’s degree preferred; high school diploma required

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.

Skills

Leadership experience

Strategic planning

Client relations

Cross-functional collaboration

Market analysis

Regulatory compliance

Training & development

Communication skills

Insurance industry knowledge

Microsoft Office proficiency

Education

Bachelor’s degree preferred

High school diploma required

Tools

Microsoft Office

Job description

New York Life in Des Moines, IA is seeking an experienced insurance agent who can grow a client portfolio and lead by example. You will develop strategies for promoting all types of new contracts, adjust existing plans, and collect client information to tailor risk profiles and insurance solutions.

Ideal candidates have a proven sales record, the ability to mentor teams, build strong client relationships, and collaborate with internal partners to deliver personalized financial guidance while