Insurance Sales Agent

Job Description

Job Description

About the Opportunity

We are seeking motivated, business minded, and relationship focused individuals who are passionate about making a meaningful difference in the lives of others. As a Financial Professional, you will work with individuals, families, and business owners to develop personalized financial strategies focused on protecting what matters most, building wealth, and preparing for the future.

This opportunity goes beyond a traditional sales role. It provides the ability to build and grow your own career while receiving the training, mentorship, and resources of one of the nation's most established financial services organizations. You'll have the flexibility to develop your practice, grow your professional network, and create a career with significant long-term income potential.

If you are driven, coachable, and enjoy building strong relationships with others, this career provides opportunities for continued personal, professional, and financial growth.

Please Note: Applicants must currently reside in New York to be considered for this opportunity.

Training Provided

Previous experience in financial services is not required. We provide a comprehensive training and development program designed to give you the tools and knowledge needed to succeed from the start.

Our training includes:

• Comprehensive onboarding and licensing support

• Individual mentorship from experienced leaders

• Hands-on coaching and professional development

• Sales, marketing, and business development strategies

• Financial planning and product education

• Ongoing workshops, training sessions, and leadership development

• Continued coaching and support as you build your practice

Our goal is to provide you with the knowledge, resources, and confidence needed to develop a successful and rewarding career in financial services.

What We Offer

• Health insurance

• Dental insurance

• 401(k)

• Comprehensive training program

• Training allowance and first-year stipend (for qualified candidates)

• Expense allowance

• Performance-based bonuses

• Renewal and Trail income

• Council trips and recognition programs

• Flexible schedule with the opportunity to build and grow your own career

Average Compensation

Compensation is performance-based and structured to reward both production and long-term career growth.

• Year 1: $85,000 – $132,000

• Year 3: $109,000 – $205,000

• Year 5: $132,000 – $287,000

• Year 10+: $239,000 – $500,000

Compensation Includes

• Commission

• Training Allowance

• Expense Allowance

• First-Year Stipend (for qualified candidates)

• Renewal & Trail Income

• Performance Bonuses

• Additional Incentive Opportunities

What We're Looking For

The ideal candidate is someone who:

• Is motivated, self-driven, and goal-oriented

• Enjoys developing strong and meaningful relationships

• Has strong communication and interpersonal skills

• Brings a forward-thinking mindset

• Is passionate about helping clients work toward financial security

• Values integrity, professionalism, and excellent customer service

• Is eager to learn, develop, and grow through ongoing training and mentorship

Whether you're beginning a new career or searching for an opportunity with significant long-term growth potential, you'll receive the training, mentorship, and support needed to build a successful financial services practice.

Compensation:

$85,000 - $132,000

Responsibilities:

• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
• Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
• Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs

• Build and maintain long-term relationships with clients by understanding their financial goals and providing ongoing support.
• Develop personalized financial strategies and recommend solutions to help clients protect and grow their financial future.
• Prospect for new clients through networking, referrals, and community involvement.
• Conduct regular client reviews to ensure financial plans remain aligned with changing needs and objectives.
• Participate in training and professional development while maintaining compliance with company policies and industry regulations.

Qualifications:

• Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
• Job seekers must already have or be willing to get an insurance license
• Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
• Fundamental computer skills such as experience with Microsoft Office

• Strong communication and interpersonal skills with the ability to build lasting relationships.

• Self-motivated, goal-oriented, and comfortable working in a performance-driven environment.

• Business mindset with an interest in building and growing your own book of business.

• Willingness to learn, accept coaching, and complete required insurance licensing and training.

• High level of professionalism, integrity, and commitment to providing excellent client service.

About Company

Founded in 1845, New York Life is one of the largest and most respected mutual life insurance companies in the United States. For over 180 years, we have helped individuals, families, and businesses achieve financial security through personalized guidance and a comprehensive range of insurance and financial solutions.

Our financial professionals receive industry-leading training, ongoing mentorship, and access to innovative tools designed to help them build successful and rewarding careers while making a meaningful impact in their communities.

If you're driven and passionate about helping others achieve their financial goals, New York Life offers the opportunity to build a career with purpose, flexibility, and unlimited growth potential.

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)