Senior Life Producer

About The Rothswell Agency

The Rothswell Agency LLC is, amongst others, a New York insurance agency. We are building our life and health business alongside our property and casualty book, with producers who own their client relationships and are paid directly for the revenue they bring in.

The Role

We are hiring a senior life producer to write and grow individual life insurance business for individuals, families and business owners in New York.

Responsibilities

·       Write new individual life business, including term, whole life and universal life, and business coverage such as key person and buy-sell funding.

·       Analyze client needs and compare carrier products, illustrations and underwriting options.

·       Work with clients through the underwriting process, including medical requirements and policy delivery.

·       Build referral relationships with attorneys, accountants and financial advisors in the New York metropolitan area.

·       Service in-force policies, including beneficiary changes, premium questions and reviews.

·       Keep client records accurate and current in the agency management system.

Qualifications

·       At least 5 years of life insurance experience, with a focus on individual life production or case design.

·       Working knowledge of term, whole life and universal life products and carrier underwriting.

·       A track record of new business production and client retention.

·       Active New York life insurance producer license, or the ability to obtain it before your start date.

·       Proficiency in an agency management system (for example Applied Epic or AMS360).

·       Strong written and verbal communication skills.

Compensation

·       Base salary: $70,000 to $80,000 per year, W2, based on experience and book of business. The range is the range the agency in good faith expects to pay for this role.

·       Senior producer profit share: senior producers receive 50% of all revenue they generate for the agency. The calculation, payment schedule and definitions are set out in the producer agreement.

·       Paid training and trial period: before W2 employment begins, candidates complete a one-month structured training program and a one-month trial period, each paid at [$2,000 net] per month. W2 employment and base salary begin after the trial period.

·       Benefits: [health, dental and vision coverage, retirement plan, paid time off, to be confirmed].

How to Apply

Send your résumé and a one-page summary of your current or prior book of business. Please state your New York license status in your message.

The Rothswell Agency LLC is an equal opportunity employer.