Life Insurance Sales Agent

New York Life - Rob Ward; Providence (RI); On-site; USD 110,000 - 160,000; Full time

Job summary

New York Life - Rob Ward in Providence, Rhode Island seeks a results-driven Life Insurance Sales Agent to help clients build secure financial futures. You’ll work with a broad suite of insurance, annuity, and investment products and guide clients through long-term planning.

The role includes a structured three-year training program, strong marketing support, and ongoing professional development within a Fortune 100 company, with qualification to MDRT standards and a proven client-focused

Qualifications

• Must possess uncompromising integrity and the ability to communicate complex ideas.
• Strong relationship management skills and/or experience required.
• Ability to successfully network to prospect new potential clients is a must.
• Must be able to be in the office daily.

Responsibilities

• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
• Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
• Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances

Skills

Integrity and communication

Relationship management

Prospecting / networking

Office presence

Job description

Life Insurance Sales Agent

New York Life - Rob Ward Providence, Rhode Island, United States

About this position

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with 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.

New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

1- Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019

4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)", Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/

Compensation

$125,000+

Responsibilities

• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
• Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
• Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances

Qualifications

• Must possess uncompromising integrity and the ability to communicate complex ideas
• Strong relationship management skills and/or experience required
• Ability to successfully network to prospect new potential clients is a must
• Must be able to be in the office daily

About Company

Our Mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with 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.