Job Description

We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential. Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts, making changes or additions to existing ones, and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you’re up for the challenge, apply now! Responsibilities:

• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Develop and deliver risk management strategies for each customer based on their risk profile
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses.
• This is not just a sales job—it’s a career with purpose and opportunity.
• You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college.
• As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

Qualifications:

• Excellent communication, customer service, analytical, and interpersonal skills are necessary
• Insurance license required
• Basic computer skills with proficiency with Microsoft Office suite is necessary
• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
• Proficiency with accounting or sales-related software is helpful

You need to be a leader who has the following traits:

• Competitive
• Enterprising
• Coachable
• Communicative
• Self-disciplined
• Authentic

About Company: As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include: A promise to work with you to build a strong financial future for both you and your clients#73 on Fortune 100 in 2020A leading company with many agents qualifying for MDRT 2 year after yearHighest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19Full benefits when hired and 3 separate pensionsNew York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity Lance Gillman, Senior Partner, New York Life

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