Life Insurance Agent

Overview

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose : to be there when our policy owners need us.

New York Life is growing its team by hiring a financial service professional who can offer our financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. We provide a three-year training program, marketing support, prospecting and technical assistance, and ongoing resources you would expect from a Fortune 100 company.

Responsibilities

• Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
• Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
• Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives for research prior to offering sound financial advice
• Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services

What we're looking for

Qualifications

Compensation

Compensation : $100,000 - $150,000 per year

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