Financial Sales Agent

Job Description

Job Description

We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communication skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative!

$120,000+ at plan earnings

• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
• Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• 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
• Tailor risk management strategies and client profiles to reflect each customer’s individual needs

• Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
• Valid insurance license required or candidates must be willing to get licensed
• Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
• Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
• Experience using accounting or sales-related software is beneficial

• Willingness to learn about investments, investment programs, and language for approaching clients and prospects when speaking on these services. Willing to get necessary licenses (SIE, Series 63, Series 7)

We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.