Insurance Sales Professional

Job Description

Job Description

Build a Career with Purpose, Growth, and Opportunity.

Are you looking for more than just your next job? Do you enjoy building relationships, helping people, and taking ownership of your professional success?

New York Life – Team Andrade is growing, and we're looking for motivated, relationship-driven individuals who are interested in building a meaningful career in financial services.

Whether you're an experienced professional considering a career change, someone with a background in sales or customer service, or an individual looking to grow within the financial services industry, this opportunity offers a path to develop your skills, expand your professional network, and make a lasting difference in people's lives.

As a Financial Services Professional, you'll work with individuals, families, and business owners to help them identify their financial priorities and explore insurance and financial strategies designed to support their goals.

You don't need to come from the insurance industry to be successful. We value individuals who bring strong communication skills, a commitment to personal growth, an entrepreneurial mindset, and a genuine desire to help others.

Through structured training, professional development, mentorship, and ongoing support, you'll have the opportunity to develop the knowledge and skills needed to build your own client relationships and grow a long-term financial services practice.

If you're motivated by professional growth, meaningful relationships, and the opportunity to build something of your own, we'd love to connect.

What Makes This Opportunity Different

Professional Development: Access to structured training and ongoing learning opportunities designed to help you build your industry knowledge and professional skills.

Mentorship and Coaching: Work alongside experienced professionals who can provide guidance as you develop your practice.

Entrepreneurial Opportunity: Take an active role in building your client relationships, developing your business, and shaping your professional future.

Meaningful Work: Help individuals, families, and business owners address important financial priorities and prepare for the future.

Collaborative Environment: Become part of a team that values accountability, professional growth, and supporting one another's success.

Long-Term Career Potential: Explore opportunities for continued professional development, specialization, and leadership as your experience and business grow.

Take the Next Step

If you're ready to explore a career where your initiative, relationship-building skills, and commitment to personal growth can make a meaningful impact, we encourage you to apply.

Join New York Life – Team Andrade and explore what's possible for your future.

Compensation:

$75,000 - $110,000 yearly

Responsibilities:

• Develop meaningful relationships with individuals, families, and business owners through networking, referrals, community involvement, and proactive outreach.
• Meet with prospective clients to understand their financial priorities, personal goals, and long-term objectives.
• Educate clients about appropriate insurance and financial solutions based on their individual needs and circumstances.
• Build and manage a growing client base through consistent prospecting, relationship development, and follow-up.
• Provide ongoing client service and conduct periodic reviews as clients' financial needs and life circumstances change.
• Create and execute personal business development strategies to support professional growth and individual performance goals.
• Participate in training, mentorship, coaching, and professional development opportunities to continuously strengthen industry knowledge and business skills.
• Maintain accurate client records and conduct business in accordance with applicable regulatory requirements and company standards.
• Collaborate with experienced professionals and leadership to develop best practices and enhance the client experience.
• Collaborate with mentors, managers, and other professionals to continuously strengthen your knowledge and client-service skills

Qualifications:

• Strong communication, interpersonal, and relationship-building skills.
• Self-motivated, ambitious, and comfortable taking initiative to achieve personal and professional goals.
• Entrepreneurial mindset with an interest in building a long-term career and developing a client base.
• Genuine desire to help individuals, families, and businesses work toward greater financial security.
• Willingness to learn, accept coaching, and continuously develop new skills.
• Strong organizational skills, time management, and attention to detail.
• Comfortable networking, meeting new people, and initiating professional conversations.
• Ability to work independently while contributing to a supportive, team-oriented environment.
• High school diploma or equivalent required; bachelor's degree preferred.
• Must possess or be willing and eligible to obtain the appropriate state insurance license(s).
• Previous experience in sales, financial services, banking, customer service, education, management, hospitality, or other relationship-driven professions is beneficial but not required.
• Prior insurance or financial services experience is not necessary.

About Company

At Team Andrade, we’re focused on developing motivated, relationship-driven professionals who want to build meaningful careers in financial services. We provide the training, mentorship, resources, and support to help our advisors grow their own practices while making a lasting impact on the individuals, families, and businesses they serve.

We’re looking for forward-thinking, coachable individuals who are strong communicators, enjoy building relationships, and are motivated to grow personally and professionally. Prior financial services experience isn’t required; we’re looking for people with the drive, integrity, and work ethic to build something of their own while helping others achieve their financial goals.