Insurance Agent

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

Job summary

New York Life is seeking an insurance agent to provide financial security and peace of mind to clients. The role includes training, collaboration, and a focus on integrity and client service. You will build and manage client portfolios while navigating regulatory requirements.

Join a community that supports your well-being with comprehensive benefits, and contribute to a mission-driven team dedicated to helping clients through all life stages.

Qualifications

• Ability to learn and understand state and federal regulations affecting insurance sales.
• Some computer experience, including effectively using Microsoft Office.
• Must already have or be willing to obtain an insurance license.
• Knowledge of accounting and sales lead software is a plus.
• Strong analytical, communication, and interpersonal skills; customer service experience 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 maintaining a portfolio.
• Listen to clients to evaluate needs and life-stage priorities before presenting insurance plan options.
• Keep logs of sales databases, client reports, and bookkeeping records; share progress with stakeholders.
• Stay updated on insurance rules and policies to amend programs for clients as needed.

Skills

Analytical skills

Communication skills

Interpersonal skills

Customer service experience

Tools

Microsoft Office

Job description

About this position

Join us at New York Life, where your growth is our priority, and your work truly matters. As an insurance agent, you'll play a pivotal role in providing financial security and peace of mind to our clients. We're committed to nurturing your career with comprehensive training and support, helping you confidently navigate the world of insurance. Our team thrives on collaboration, integrity, and a shared mission to be there for our clients when they need us most. At New York Life, we believe in doing the right thing, not just for our clients, but for society as a whole. You'll find a community here that supports your financial, physical, and emotional well-being with competitive benefits and a culture dedicated to your success.

Compensation

$100,000 - $120,000 yearly

Responsibilities

• Tailor risk management strategies and client profiles to reflect each customer's individual needs


• Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients


• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances


• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders


• Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients

Qualifications

• Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole


• Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs


• Job seekers must already have or be willing to get an insurance license


• Working knowledge of accounting and sales lead software is a plus


• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus

About Company

New York Life Agents' Benefits-At-A-Glance Supporting your financial, physical, and emotional well-being. At New York Life, we're not just a workplace; we're a community.

• RETIREMENT PLANNING FOR A SECURE FINANCIAL FUTURE


• MEDICAL, DENTAL, VISION, AND FSAs


• INSURANCE AND DISABILITY COVERAGE


• WELLNESS RESOURCES

Values and Mission

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act in integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.