Insurance Agent

Job Description

Job Description

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a life insurance agent while helping clients achieve their financial goals. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by its customers its first priority.

Training, Development & Benefits: Our training program extends beyond the virtual and physical classroom, as our agents learn best by doing. Every office has a dedicated sales-support team, consisting of our management team and in-office sales management trainers, who work with agents step-by-step to ensure they’ve honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the 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 Advisors 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

- 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.

- Source: Individual Third Party Ratings Reports as 7/30/18.

- 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

- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see

Our new blended training and development program is designed to work with your schedule and in this type of role that makes all the difference. Our multifaceted system includes:

- In conjunction with in-office trainings; a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want!

- Once established in the career, Fast Track to Management opportunities for qualified professionals

$60,000 - $100,000 at plan yearly

• Prospect and contact potential clients to discuss their financial needs and concerns
• Present an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goals
• Acquire discretionary licenses to sell investments and other securities products centered on advanced planning and wealth management
• Ensure effective insurance, retirement, and business planning education through an array of service offerings including high-quality insurance, fixed annuities, long-term care insurance, securities, investments, and more
• Participate in and complete the New York Life training curriculum to build your professional skills and knowledge

• Discuss financial concerns and needs with potential clients identified during the prospecting process
• Ensure effective insurance, retirement, and business planning education through an array of service offerings, including high-quality insurance, fixed annuities, long-term care insurance, securities, investments, and more

• Strong values of integrity are a must
• Leverage personal networks and contacts and engage your community to identify prospects
• Growth mindset and sales experience strongly preferred
• Excellent communication skills both written and verbal to communicate complex skills
• Solid business expertise and knowledge a must

If you are:

• Highly motivated
• Goal-oriented
• Solid business expertise and knowledge are a must
• Backgrounds in people-oriented careers are a plus!
• Backgrounds in teaching and coaching are a plus as well!

We would like to learn more about you!

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of the clients.

Awards Accolades...

We’re proud of our financial strength.

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard Poor’s)