Insurance Agent
New York Life - Charlotte
Charlotte, NC US
Posted ago
New York Life - Charlotte

Our Insurance Agent role has allowed thousands of qualified individuals the opportunity to step into a client’s life and help them achieve their financial goals while building a great career for themselves in the process. Utilizing our expansive product lines our Agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career

We’ve built a strong company, one that puts its clients first. We have confidence in our products but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the fieldwork to provide one-on-one support and guidance to every Agent they hire.

Training, Development and Benefits
Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:

  • In conjunction with office training, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want!
  • You can read in full about all benefits1 for our Financial Professional role here: https://www.nylbenefits.com/agents
  • Our training program extends beyond the virtual and physical classroom, as our Agents learn best by doing. Every office has a dedicated sales-support team, consisting of our Management Team and in-office Sales Management Trainers, who work with Agents step-by-step to ensure they’ve honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the company

Devotion to its policy owners has led New York Life for over 170 years of industry success. Some of our accolades include:

  • A promise to work with you to build a strong financial future for both you and your clients
  • #73 on Fortune 100 in 2020

Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best
(A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19

Responsibilities

  • Discuss financial concerns and needs with potential clients identified during the prospecting process
  • Develop and employ marketing and business plans to grow your client base
  • Ensure effective insurance, retirement, and business planning education through an array of service offerings including high-quality insurance, fixed annuities, long-term care insurance, securities, investments, and more
  • Improve your professional skills and knowledge through the New York Life training curriculum
  • Secure optional licenses for selling securities and investments products for wealth management and advanced planning

Qualifications

Qualities that we look for in our Agents:

  • Sales experience preferred – entrepreneurial mindset strong communication skills both written and verbal desire to help others
  • Strong business acumen
  • Perseverance in the face of a challenge
  • Ability to engage your community and leverage personal networks/contacts

Compensation
$45,000 - $75,000 at Plan per year
About New York Life - Charlotte

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. We had over 170 years of industry success. Some of our accolades include:



  • A promise to work with you to build a strong financial future for both you and your clients
  • #71 on Fortune 100 in 2019
  • Most MDRT members in any United States Mutual company 2019
  • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18

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