Inside Sales Agent

Job Description

Job Description

We’re searching for an enthusiastic inside sales representative to join our team and support business growth. You’ll need strong persuasion skills to turn customer prospects into qualified leads. Our ideal candidate is an excellent deal-maker who loves talking to people. If you’re looking to jump-start your career in sales, please apply today! Compensation:

$70,400 - $90,000 at plan earnings

Responsibilities:

• Report on key performance and sales metrics on a monthly and quarterly basis to ensure sales goals are achieved
• Prospect potential customers via cold calling, email, or other forms of communication to ensure they are added to the sales pipeline and produce more qualified leads
• Work within your specific geography to find new business opportunities
• Keep the customer database updated to ensure information on prospective and past clients is current
• Generate qualified leads for the sales team so they can provide a quick response to customers

• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

What you'll do:

• Proactively build and maintain strong client relationships through networking, referrals, and outreach
• Meet with clients to gather and analyze financial information, goals, and risk tolerance
• Design personalized strategies for retirement planning, education funding, wealth protection, and estate planning
• Present and recommend a broad range of financial solutions, including life insurance, annuities, mutual funds, and other investment options
• Guide clients through implementation and conduct ongoing reviews to ensure strategies stay aligned with their evolving goals
• Partner with fellow New York Life professionals to deliver comprehensive, holistic financial solutions

Qualifications:

• High school diploma or GED is required, bachelor’s degree preferred
• Superb communication skills, both written and verbal, as well as interpersonal skills and time management skills
• Two years of previous sales experience
• Possess a valid U.S. driver’s license and be able to travel by car
• Understand the sales process and how to enter information into client databases

About Company

Founded in 1845 , New York Life is the largest mutual life insurance company in the U.S. It marked its 180th anniversary in 2025 .

As a Fortune 100 company , we are recognized for our financial strength, long-term stability , and commitment to client service.

We offer a full suite of life insurance and financial products to help individuals, families, and businesses reach their goals while fostering a collaborative, ethical, and growth-oriented environment for our agents and advisors.

With over 180 years of strength and stability , New York Life provides the platform. Your ambition determines how far you go.