Life Insurance Agent
LOCATION
New York Life is a leading insurance and financial services provider.
QUALIFICATIONS
Uncompromising integrity, strong relationship management skills, and a proven ability to network and prospect new clients.
RESPONSIBILITIES
Assist clients in implementing financial plans, gather personal financial information, utilize marketing tools to attract new clients, and participate in educational sessions to provide sound financial advice.
INDUSTRY
Insurance and Financial Services
SHORT DESCRIPTION
Join New York Life as a financial service professional dedicated to helping clients achieve financial security through tailored insurance and investment solutions.
Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as 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. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/
Compensation:
$80,000 - $110,000 yearly
Responsibilities:- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances
- Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
- Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
- Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
- Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
- Ability to successfully network to prospect new potential clients is a must
- Strong relationship management skills and/or experience required
- We promise to work with you to build a strong financial future for both of you.
- #73 on Fortune 100 in 2020.
- A leading company with many agents qualifying for MDRT2 year after year.
- Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19.
- Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. New York Life reserves the right to terminate benefit plans at any time for any reason.
- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance.
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