The fundamental foundation of a New York Life Insurance Agent’s role is built client by client. The Agent is uniquely qualified with answers to help their clients achieve their financial goals and plan for the unexpected. Adding up to a rewarding career with a company that considers, doing right by their customers is simply part of who we are… “Be Good At Life.”

• Provide helpful answers to clients on any policy or billing questions including explanation of coverage or rate changes to ensure complete understanding
• Stay up to date with industry standards, current rates, coverages, insurance products, insurance policies, and carriers by regularly speaking with our industry partners so you can help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address the latest rules and policy updates
• Document any policy changes on customer accounts according to NAIC regulations in our book of business and clearly communicate with customers about those updates
• Consult with clients to help process quotes and issue renewals or any updates needed to current policies
• Gather all documentation needed for reporting a claim and contact an adjuster to process it against a current policy

• Ability to understand the needs and financial concerns of clients.
• Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
• Promote customized ways for clients to achieve their long-term financial goals.
• Cultivating relationships, with a view to helping every family member or individual pursue financial security
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
• Providing compassion and guidance to clients when unfortunate life circumstances arise.
• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time.

• Jobseekers need to have basic computer skills and have the ability to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
• Insurance experience as an insurance agent or other position is highly preferred but candidates with the appropriate skills should still apply, training is provided
• Active insurance license in your state or willing to get licensed in 90 days
• Candidates should have an Associates or Bachelor’s degree, but all candidates with insurance industry experience will be considered
• Must have very strong follow up, written and verbal communication skills and problem-solving skills

• Sales experience preferred – entrepreneurial mindset, no mile too far.
• Strong communication skills both written and verbal.
• Desire to help families and businesses to “Be Good At Life.”
• Strong business acumen.
• Professional business demeanor.
• Perseverance in the face of a challenge.
• Ability to engage your community and leverage personal networks/contacts.

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.

Our comprehensive benefits package includes:

• Health/Dental/Life/Disability

• A 401(k) plan (after one year of service)

• A defined benefit pension plan (subject to eligibility and vesting requirements)

• Reimbursement for certain company-approved industry designations