Life Insurance Sales Agent

New York Life - Northern Colorado; Fort Collins (CO); On-site; USD 75,000 - 150,000; Full time

Job summary

New York Life - Northern Colorado is seeking an entry-level insurance agent who can engage with clients, assess needs, and guide them through insurance solutions. The role emphasizes strong customer service, organization, and a proactive approach to building a client portfolio.

The position requires excellent communication, willingness to learn insurance programs, and comfort with computer tools. A high school diploma is mandatory, while a bachelor’s degree is preferred.

Qualifications

• Strong interpersonal communication skills and a student mindset to learn insurance concepts.
• Must be able to analyze client needs and explain insurance options clearly.
• Organizational skills to manage client records and follow-ups.
• Familiarity with Microsoft Office and basic software usage.
• Bachelor’s degree preferred; high school diploma mandatory.

Responsibilities

• Listen to clients to identify needs before presenting insurance options.
• Stay updated on insurance industry changes affecting clients.
• Develop new client relationships through networking and outreach.
• Collaborate with policyholders to tailor risk management solutions.
• Keep detailed records of clients, sales activities and goals progress.
• Implement targeted marketing strategies to grow the client base.

Skills

Communication skills

Organization

Attention to detail

Customer service

Sales aptitude

Education

High School Diploma

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients. Job seekers must have strong organization skills, attention to detail, and an enthusiastic approach to customer service.

Responsibilities

• Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
• Remain updated about insurance industry changes that may affect customers in your portfolio
• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
• Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
• Implement targeted marketing strategies, including but not limited to networking and community involvement

Qualifications

• Basic computer skills including proficiency with Microsoft Office suite is required
• Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
• Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial
• Experience using accounting or sales-related software is beneficial
• Bachelor’s degree preferred; high school diploma mandatory

Compensation

$75,000 - $150,000+ at planned commission