Fast Track Partner

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!

$100,000+

• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
• Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
• Create tailored risk management strategies directly with clients that align with their risk profiles

• Lead and inspire a team of insurance professionals to achieve sales targets and deliver exceptional client service.
• Develop and implement strategic plans to expand the client base and enhance customer satisfaction.
• Foster strong, lasting relationships with clients by understanding their needs and providing tailored insurance solutions.
• Collaborate with team members to identify opportunities for process improvements and innovation.
• Monitor industry trends and competitor activities to ensure our offerings remain competitive and relevant.
• Provide mentorship and guidance to team members, supporting their professional growth and development.
• Ensure compliance with all regulatory requirements and company policies to maintain our reputation for integrity and trustworthiness.

• Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
• Candidates must have an insurance license
• Bachelor’s degree preferred; high school diploma required
• Some computer skills with ability to use Microsoft Office is required
• Proficiency with accounting or sales-related software is helpful

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.

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