Licensed Insurance Sales Agent

New York Life - Rob Ward; Johnston (RI); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Extensive training program

Marketing resources

Mentorship opportunities

Independence to manage own practice

Job summary

A financial services company is seeking a Licensed Insurance Agent to provide trusted financial guidance and customized insurance solutions. Responsibilities include building client relationships, prospecting for new clients, and analyzing financial situations. The role offers extensive training and professional development opportunities, aiming to help clients achieve financial security while allowing agents to build their own practice. Compensation includes a planned commission exceeding $150,000.

Qualifications

• Motivated individuals looking to help clients achieve financial security.
• Experience in financial services or sales is a plus.
• Ability to analyze clients' financial situations.

Responsibilities

• Provide comprehensive financial guidance to clients.
• Build and maintain strong client relationships.
• Prospect for new clients through networking and referrals.
• Analyze clients' financial situations and recommend appropriate products.
• Stay informed about industry trends.

Skills

Financial planning

Client relationship management

Networking

Risk management

Investment strategies

Job description

As a Licensed Insurance Agent with New York Life, you will play a vital role in providing trusted financial guidance and customized insurance solutions to individuals, families, and businesses. In this position, you will assess client needs, educate them on life insurance and complementary financial products, and design personalized strategies that support long-term financial stability and peace of mind. Training, Support, and Professional Development: At New York Life, you’ll benefit from a robust two-year training program designed to build your skills and confidence. We provide marketing resources, prospecting tools, and technical assistance to help you grow your career. Through our mentoring programs, you’ll have the chance to collaborate with accomplished agents and managers who will guide you in developing a strong client base. Backed by the resources and ongoing support of a Fortune 100 company, you’ll have the independence to manage your own practice while never feeling like you’re on your own. Responsibilities: Agents with New York Life: • Provide comprehensive financial guidance to clients, including retirement planning, investment strategies, risk management, and estate planning. • Build and maintain strong client relationships by delivering consistent, ethical, and professional financial advice tailored to individual needs. • Prospect for new clients through networking, referrals, seminars, and community engagement to grow a sustainable client base. • Analyze clients' financial situations and recommend appropriate products and services, such as life insurance, annuities, and investment options. • Stay informed about industry trends and maintain all necessary licenses and certifications to ensure compliance with financial regulations and company standards. • Collaborate with internal teams , including underwriting and product specialists, to develop holistic financial solutions. Qualifications: Join Our Team at New York Life At New York Life, we’re seeking motivated and passionate Financial Services Professionals who are dedicated to helping individuals and families achieve lasting financial security. As part of our team, you’ll play a vital role in guiding clients through meaningful financial decisions while building a career that grows alongside their success. We are committed to your professional development and will provide the tools, training, and support you need to thrive. In this role, you’ll connect clients to a wide range of financial solutions tailored to their goals, delivering trusted guidance every step of the way. What you can expect as part of our team: • The opportunity to make a meaningful difference in people’s lives by helping them plan for a secure future. • Access to a comprehensive suite of financial products and services designed to meet diverse client needs. • World-class training, mentorship, and ongoing professional development to accelerate your career growth. • The ability to build lasting client relationships founded on trust, integrity, and personalized service. • The chance to positively impact your community while establishing yourself as a trusted financial advisor. Compensation: $150,000+ planned commission

• Agents with New York Life: • Provide comprehensive financial guidance to clients, including retirement planning, investment strategies, risk management, and estate planning. • Build and maintain strong client relationships by delivering consistent, ethical, and professional financial advice tailored to individual needs. • Prospect for new clients through networking, referrals, seminars, and community engagement to grow a sustainable client base. • Analyze clients' financial situations and recommend appropriate products and services, such as life insurance, annuities, and investment options. • Stay informed about industry trends and maintain all necessary licenses and certifications to ensure compliance with financial regulations and company standards. • Collaborate with internal teams, including underwriting and product specialists, to develop holistic financial solutions.

Compensation:
$150,000 per year