EntryLevel Insurance Sales Agent

Equal Opportunity Employer. Full‑time agents and their dependents are eligible for medical, dental, vision, long‑term disability, and group term life insurance. New York Life reserves the right to amend or terminate benefit plans at any time.

• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives.
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.
• Create customized financial plans using the products and services offered based on each client’s potential life and financial needs.
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.

• Ability to successfully network to prospect new potential clients.
• Ability to communicate complicated concepts and maintain strong principles such as honesty and integrity.
• Strong relationship management skills and/or experience.
• Effectively network to identify potential new clients.

• $124,000 – $148,000 yearly.

New York Life offers a comprehensive three‑year training program, marketing support, and prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele.