Fast Track Partner

Job Description

Job Description

Join us at New York Life Iowa General Office as a Fast Track Partner, where you'll play a pivotal role in elevating our business to new heights. You'll harness your expertise in insurance to grow and maintain client portfolios, forging strong relationships that bolster our firm's esteemed reputation. We believe in empowering you to achieve your earning potential, offering comprehensive support and a pathway for professional growth. In this role, you'll develop and implement strategies for promoting new insurance contracts, make necessary adjustments to existing policies, and gather essential client information to craft personalized insurance plans. If you're ready to embrace a personal approach to sales and take on this exciting challenge, we invite you to apply today.

$100,000+

• 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
• Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• Create tailored risk management strategies directly with clients that align with their risk profiles
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction

• Lead and mentor a team of financial professionals, fostering a culture of growth and collaboration.
• Develop and implement strategic plans to drive business growth and achieve sales targets.
• Cultivate strong relationships with clients, providing tailored financial solutions that meet their needs.
• Collaborate with cross-functional teams to enhance service delivery and client satisfaction.
• Monitor market trends and competitor activities to identify opportunities for innovation and improvement.
• Ensure compliance with industry regulations and company policies, maintaining the highest standards of integrity.
• Facilitate training and development programs to enhance team skills and knowledge, promoting continuous learning and improvement.

• Excellent communication, customer service, analytical, and interpersonal skills are necessary
• Experience with accounting and or sales lead software is a plus
• Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
• Some computer skills with ability to use Microsoft Office is required
• Job seekers must have an insurance license

• Experience in leading and mentoring teams, with a focus on fostering growth and collaboration.
• Proven track record of developing and implementing strategic plans to drive business growth and achieve sales targets.
• Ability to cultivate strong client relationships and provide tailored financial solutions.
• Experience in collaborating with cross-functional teams to enhance service delivery and client satisfaction.
• Strong analytical skills to monitor market trends and competitor activities, identifying opportunities for innovation.
• Commitment to ensuring compliance with industry regulations and company policies, maintaining high standards of integrity.
• Ability to facilitate training and development programs, promoting continuous learning and improvement within the team.

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