Licensed Financial Services Professional

Job Description

Job Description

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs.

Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organizational skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!

$120,000 at plan

• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
• Develop and deliver risk management strategies for each customer based on their risk profile
• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs

• Basic computer skills with proficiency with Microsoft Office suite is necessary
• Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
• High school diploma required; bachelor’s degree preferred
• Proficiency with accounting or sales-related software is helpful

• Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. With over 170 years of industry success. Some of our accolades include:

• A promise to work with you to build a strong financial future for both you and your clients

• #69 on the 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)

Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity