Job Description

We are seeking a motivated insurance agent with an enterprising spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:

• In conjunction with in-office training, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere, and from any device. LEARN WHEN AND HOW YOU WANT
• You can read in full about all benefits of our Financial Professional role here: https://www.nylbenefits.com/agents
• We have Fast Track to Management opportunities for qualified professionals once established in the career

JOB 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
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
• 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

JOB QUALIFICATIONS:

• High school diploma or equivalent required; Bachelor’s degree preferred
• Active Life and Health insurance license is a strong bonus
• Previous health insurance or life insurance experience a plus
• Previous customer service or experience as a sales representative preferred
• Proficiency in Microsoft Office products
• Possesses outstanding interpersonal and communication skills
• Bilingual Speaking (English/Spanish) A PLUS

Company Description

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We had over 170 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 • #67 on Fortune 100 in 2020 • Most MDRT members in any United States Mutual company 2020 • Highest 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 7/30/19 That's why we call ourselves The Company You Keep ®. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity (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 terminate benefit plans at any time for any reason. (2) MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2020