Life Insurance Sales Agent - Training & Growth Path

New York Life Insurance Co.; Melville (NY); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Training program

Marketing support

Career development

Job summary

New York Life Insurance Co. is seeking a driven financial service professional to offer a range of insurance, annuity, and investment products. The company provides a three-year training program, marketing support, and ongoing guidance from experienced agents and managers in a Fortune 100 environment.

You will help clients establish solid financial foundations, develop long-term plans, and achieve monetary goals for a brighter future while building a client base in your community.

Qualifications

• Highly self-motivated and self-disciplined with the ability to work effectively and independently.
• Outgoing personality with the ability to develop relationships and help others.
• Fearless, positive attitude, and willingness to be accountable for results.
• Organized, detail-oriented, and excellent time-management skills.
• The desire for continuous learning.
• Good communicator with listening skills and the ability to explain complex information clearly.
• Must network to identify potential new clients.
• Uncompromising integrity and ability to communicate complex ideas.
• Relationship management skills are required.

Responsibilities

• Build a long-term financial strategy for clients using life insurance, investments, annuities, and mutual funds.
• Develop your practice and help community members prepare for their financial futures.
• Implement financial recommendations for clients as advised.
• Assess client needs to create individualized financial plans leveraging NY Life products and services.
• Participate in educational meetings or seminars to support informed advice.
• Collect and organize client financial data using a CRM to determine goals and cash flow.
• Leverage marketing and social media to identify and secure new clients.

Skills

Self-motivated

People skills

Communication

Time management

Integrity

Networking

Relationship management

Organized

Learning mindset

Tools

CRM

Job description

New York Life Insurance Co. is seeking a driven financial service professional to offer a range of insurance, annuity, and investment products. The company provides a three-year training program, marketing support, and ongoing guidance from experienced agents and managers in a Fortune 100 environment.

You will help clients establish solid financial foundations, develop long-term plans, and achieve monetary goals for a brighter future while building a client base in your community.