Licensed Insurance Sales Agent

The fundamental foundation of a New York Life Insurance Agent’s role is built client by client. The Agent is uniquely qualified with answers to help their clients achieve their financial goals and plan for the unexpected. Adding up to a rewarding career with a company that considers, doing right by their customers is simply part of who we are… “Be Good At Life.”

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. • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time.

Qualities that we look for in our Agents:

• Sales experience preferred – entrepreneurial 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.
• Perseverance in the face of a challenge
• Ability to engage your community and leverage personal networks/contacts

Backed by 175 years of experience. It is commonly known, not all service industries are the same, more to the point, not all companies are the same. Product offerings, producer support, opportunity for advancement, personal growth, ongoing training and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paving the way for success with tested processes, actively immersed with you in achieving your desired career objectives and more. Step into a client’s life and help them achieve their financial goals while building a great career for yourselves in the process. Utilizing our expansive product lines our Agents work to guide individuals, families and businesses toward the financial strategy that is right for them. That is no easy task, but for the right person, it can be a truly rewarding career with the potential for growth opportunities.

• Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• 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

• Proficiency with accounting or sales-related software is helpful
• Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
• Some computer skills with ability to use Microsoft Office is required

• Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. With 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

• #73 on Fortune 100 in 2020

• A leading company with many agents qualifying for MDRT2 year after year

• Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA).

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