Life Insurance Sales Pro — Entry Level

NYL Nassau-Suffolk Region

Melville (NY)

On-site

USD 75,000 - 100,000

Full time

14 days+

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Job summary

NYL Nassau-Suffolk Region in Melville, NY is seeking an entry-level Life Insurance Sales Agent. The company offers a three-year training program, marketing support, and ongoing coaching to build a client base for financial products including life insurance and investments.

New York Life emphasizes integrity, long-term client relationships, and a strong support network for success in a Fortune 100 organization.

Qualifications

Must possess uncompromising integrity and the ability to communicate complex ideas.
Relationship management skills are required.
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—excellent listening skills and ability to explain complex information clearly.

Responsibilities

Assess each client’s potential life and financial needs to create an individualized financial plan leveraging our products.
Collect and organize each client’s financial info using a CRM to determine status, goals, cash flow and expectations.
Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives.
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, etc.
Leverage marketing and social media tools to identify, pursue, and secure new clients.