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 Financial Professional position has the solid communications 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 financial professional!

• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations

• 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
• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Tailor risk management strategies and client profiles to reflect each customer’s individual needs

• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Requires a Bachelor’s degree in finance, business administration, or related field
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential

• 1-2 years of experience in a digital marketing specialist role, entry-level marketing, B2B, life insurance, or similar role in the insurance industry is a plus
• Bachelor’s degree is required
• CRM, analytics, and marketing automation tools prowess is essential
• Project management, analytics, verbal/written communication skills, and superb organization experience are required
• Candidates must have core computer skills and experience using Microsoft Office programs including Word and Excel
• Marketing and Sales Experience is required

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity