Job Description

We are seeking a motivated and professional Insurance/investment agent to join our growing team. This role is ideal for someone looking to build a long-term career in insurance, investments, and financial services. Strong communication skills, attention to detail, organization, and a client-focused mindset are essential for success in this position. Candidates who are eager to grow professionally, build strong client relationships, and contribute to a high-performing sales environment are encouraged to apply today. Compensation:

$120,000 + at plan earnings

• Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
• Tailor risk management strategies and client profiles to reflect each customer’s individual needs
• Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients

• Experience using accounting or sales-related software is beneficial
• Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial
• Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
• High school diploma required; bachelor’s degree a plus
• Basic computer skills including proficiency with Microsoft Office suite is required

• Willingness to learn about investments, investment programs, and language for approaching clients and prospects when speaking on these services. Willing to get necessary licenses (SIE, Series 63, Series 7)

We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.

Compensation details: 120000-120000 Yearly Salary

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