What are the responsibilities and job description for the Life Insurance Sales Agent position at New York Life - Metro DC?
Our rapidly expanding New York Life Greater Washington office is looking for a full-time life insurance agent to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We’ll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you. Apply today!
Compensation:$75,000 - $120,000 yearly
Responsibilities:- Manage electronic and paper records and ensure all contracting paperwork is kept current
- Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
- Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
- Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
- Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
- Familiarity with the Microsoft Office suite
- Client service experience as a sales representative a plus
- Excellent verbal and written communication skills required
- Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
- Candidates with an active Life & Health insurance license are strongly preferred
New York Life Insurance Company, one of the most respected and financially strong institutions in the industry, with over 175 years of history. At New York Life, we are committed to helping individuals, families, and businesses build long-term financial security through personalized insurance and financial solutions.
Based in Bethesda, MD, our team helps individuals, families, and business owners build long-term financial security through insurance and financial strategies.
We focus on developing high-performing professionals by providing comprehensive training, mentorship, and support, including licensing for Life, Health, and Securities.
What we offer:
• Structured training and mentorship
• Licensing support and career development
• Access to a broad range of financial solutions
• Flexible work environment with strong income potential
• Clear path to leadership opportunities
Whether you’re experienced or transitioning into financial services, we provide the platform to succeed.
Salary : $75,000 - $120,000