Quick Overview
Job Description
Job Description
Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organizational skills.
If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!
Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
Develop and deliver risk management strategies for each customer based on their risk profile
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
Basic computer skills with proficiency with Microsoft Office suite is necessary
Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
High school diploma required; bachelor’s degree preferred
Proficiency with accounting or sales-related software is helpful
~ Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
A promise to work with you to build a strong financial future for both you and your clients
~#Highest possible financial strength ratings currently awarded to any life insurer: Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance.
New York Life Insurance Company is an equal opportunity employer
M/F/Veteran/Disability/Sexual
Orientation/Gender Identity
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