Life Insurance Agent

New York Life; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

New York Life in Atlanta, GA is seeking a full-time Life Insurance Agent to meet individuals and families, assess protection needs, explain life insurance products, and recommend suitable solutions. You will build a client base through prospecting and networking, and conduct needs-based consultations.

You will maintain relationships with clients, assist with policy applications and underwriting, and stay current on products, compliance, and industry trends while leveraging New York Life training

Qualifications

• Strong client relationship and communication skills; explain financial concepts clearly.
• Sales and business development: prospecting, networking, follow-up to grow book of business.
• Organizational and administrative skills to manage appointments, documentation, and policy applications.
• Analytical and problem-solving skills to assess financial situations and recommend solutions.
• Comfort working in a regulated environment with attention to compliance and confidentiality.
• State life insurance license or willingness to obtain one promptly; additional licenses/designations desired.

Responsibilities

• Prospect and network to build a growing client base.
• Conduct needs-based consultations and explain life insurance products.
• Prepare proposals and assist clients with policy applications and underwriting.
• Maintain ongoing client relationships through reviews and coverage updates.
• Stay current on product offerings, compliance standards, and industry trends; participate in training.

Skills

Client relationships

Sales & business development

Organizational skills

Analytical thinking

Compliance & ethics

Life insurance license

Education

Bachelor’s degree in business/finance/marketing or related field

Job description

Company Description

New York Life is a mutual company with over 180 years of experience helping individuals and families achieve long-term financial milestones. The organization is committed to transparency, integrity, and objectivity in all aspects of its business, offering insurance, investments, retirement, and advisory services. New York Life supports career development, collaboration, innovation, and diversity and inclusion through structured resources and programs. The company also invests in local communities through the New York Life Foundation and a strong culture of giving and volunteerism. New York Life is an Equal Opportunity Employer and provides comprehensive financial solutions through its affiliated entities for eligible and properly licensed agents.

Role Description

This is a full-time, on-site Life Insurance Agent role based in Atlanta, GA. The Life Insurance Agent will meet with individuals and families to assess their financial protection needs, explain life insurance and related products, and recommend appropriate solutions. Daily responsibilities include prospecting and networking to build a client base, conducting needs-based consultations, preparing proposals, and assisting clients with policy applications and underwriting requirements. The agent will maintain ongoing relationships with clients through regular reviews, policy service, and coverage updates as needs change. The role also involves staying current on product offerings, compliance standards, and industry trends, while collaborating with team members and leveraging New York Life’s training and development programs.

Qualifications

• Strong client relationship and communication skills, including the ability to explain financial concepts clearly and listen actively to client needs.


• Sales and business development abilities, such as prospecting, networking, and follow-up to build and maintain a growing book of business.


• Organizational and administrative skills to manage appointments, documentation, policy applications, and ongoing client service efficiently.


• Analytical and problem-solving skills to assess financial situations and recommend suitable life insurance and related solutions.


• Comfort working in a regulated environment, with attention to compliance, ethics, and confidentiality.


• Bachelor’s degree in business, finance, marketing, or a related field is preferred; equivalent experience in sales or financial services is welcomed.


• Ability to work on-site in Atlanta, GA, including some evenings or weekends as needed to meet client availability.


• State life insurance license (or willingness to obtain one promptly) and interest in pursuing additional licenses or designations as required.