What are the responsibilities and job description for the Insurance Agent position at NYLIFE Securities LLC?
Company Description NYLIFE Securities LLC is a wholly owned subsidiary of New York Life Insurance Company, dedicated to delivering world-class brokerage services and a broad range of investment options. As a registered broker-dealer, the firm offers the tools, resources, and platform necessary to support clients in growing and preserving their wealth. The organization emphasizes exceptional client service, a robust investment platform, and a competitive cost structure to address diverse financial objectives. NYLIFE Securities focuses on building long-term financial relationships and serving clients prudently throughout every stage of their lives.
Role Description This is a full-time, on-site Insurance Agent role based in Lafayette, LA. The Insurance Agent will meet with prospective and existing clients to assess their financial needs, explain insurance and investment products, and recommend appropriate solutions. Responsibilities include generating new business through networking and referrals, conducting policy reviews, and maintaining regular contact to support clients’ evolving goals. The role also involves preparing and processing applications, ensuring compliance with regulatory and company standards, and collaborating with internal teams to deliver high-quality service. The Insurance Agent will maintain accurate records in a CRM system and participate in ongoing training to stay current on products, regulations, and market trends.
Qualifications
Role Description This is a full-time, on-site Insurance Agent role based in Lafayette, LA. The Insurance Agent will meet with prospective and existing clients to assess their financial needs, explain insurance and investment products, and recommend appropriate solutions. Responsibilities include generating new business through networking and referrals, conducting policy reviews, and maintaining regular contact to support clients’ evolving goals. The role also involves preparing and processing applications, ensuring compliance with regulatory and company standards, and collaborating with internal teams to deliver high-quality service. The Insurance Agent will maintain accurate records in a CRM system and participate in ongoing training to stay current on products, regulations, and market trends.
Qualifications
- Insurance Sales, Insurance, and Insurance Brokerage skills to advise clients, present solutions, and manage a diverse portfolio of policies.
- Finance knowledge to analyze client needs, explain investment options, and align recommendations with long-term financial goals.
- Customer Service skills to build trust, maintain strong relationships, and respond promptly and professionally to client inquiries.
- State insurance licensing (or ability to obtain within a specified timeframe); securities licenses (e.g., FINRA Series 6/7, 63/66) are preferred or may be required.
- Strong communication, presentation, and interpersonal skills, with the ability to explain complex concepts in clear terms.
- Demonstrated ability to work in a goal-oriented environment, manage time effectively, and handle multiple client priorities.
- Proficiency with basic office software and CRM tools; prior experience in financial services or related fields is an advantage.
- Bachelor’s degree in Finance, Business, Economics, or a related field is preferred, or equivalent professional experience.