$55,000 - $80,000 at plan annually

• Tailor risk management strategies and client profiles to reflect each customer’s individual needs
• Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
• Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
• Remain updated about insurance industry changes that may affect customers in your portfolio
• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders

What is expected of our Agents?

• Ability to understand the needs and financial concerns of clients
• Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter
• Promote customized ways for clients to achieve their long-term financial goals
• Cultivating relationships, with a view to helping every family member or individual pursue financial security
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
• Providing compassion and guidance to clients when unfortunate life circumstances arise
• Focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time

• Working knowledge of accounting and sales lead software is a plus
• Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
• Candidates must have or be willing to get an insurance license
• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
• High school diploma necessary; college degree a bonus

Qualities that we look for in our Agents:

• Sales experience preferred – ambitious mindset, no mile too far
• Strong communication skills both written and verbal
• Desire to help families and businesses to “Be Good At Life”
• Strong business acumen. Professional business demeanor
• Ability to engage your community and leverage personal networks/contacts

From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.

We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the four major rating agencies: Standard & Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA).** For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.