Impactful Insurance & Wealth Advisor

New York Life Insurance; Town of Texas (WI); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Training and development

Digital tools

Product suite

Job summary

New York Life Insurance is seeking an insurance agent who can lead client relationships and drive financial wellbeing for families. You will receive targeted training in marketing, CRM and communication while building a personal advisory practice.

The role blends sales and financial planning with strong development support from a Fortune 100 company. You’ll grow professionally by serving individuals, families and small businesses, tackling retirement and college-savings planning, and leveraging

Qualifications

• Willingness to grow careers and lead initiatives.
• Ability to develop client relationships and provide guidance.
• Interest in learning financial product solutions and planning.

Responsibilities

• Prospect and build a client base for life and financial products.
• Provide peace of mind through tailored financial planning.
• Develop and maintain long-term client relationships with ongoing support.

Skills

Leadership traits

Marketing

CRM

Communication

Tools

CRM software

Sales tools

Job description

New York Life Insurance is seeking an insurance agent who can lead client relationships and drive financial wellbeing for families. You will receive targeted training in marketing, CRM and communication while building a personal advisory practice.

The role blends sales and financial planning with strong development support from a Fortune 100 company. You’ll grow professionally by serving individuals, families and small businesses, tackling retirement and college-savings planning, and leveraging