Entry-Level Life Insurance Sales Agent
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Overview
Job Description
$75,000 - $100,000 yearly
Responsibilities:- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
- Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
- 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
- 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
- New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds
- As a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures
- Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
- Strong relationship management skills and/or experience required
- Required to effectively network to identify potential new clients
We’re looking for people who possess the following characteristics:
- Highly self-motivated and self-disciplined with the ability to work effectively and independently
- Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to 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 in a simple and concise manner
As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender
Automate your job search with Sonara.
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