Insurance Sales Agent
NYL - Queens General Office
Queens, NY US
Posted ago
NYL - Queens General Office

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. We have 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 MDRT2 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

Training, Development 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 in-office trainings, 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 benefits for our Financial Professional role here: https://www.nylbenefits.com/agents
  • We have Fast Track to Management opportunities for qualified professionals once established in their career.

This job can flexibly work from home with a minimum of two days in-office per week.

Benefits include: Competitive commission structure, bonuses, and training allowances AND full benefits (health, life, vision, dental, 401k)

Responsibilities
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Serve as a collaborative team player willing to further development through continued training opportunities

  • Cultivate a client base by cold calling, networking, and in-person prospecting

Qualifications
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed

Desired Skills and Experience

  • 4-year College Degree
  • Candidate must be an accomplished communicator with strong verbal and written skills
  • Prior sales and/or business experience preferred
  • Enterprising mindset
  • Strong desire to help others

It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment


Compensation
$78,000+ (commission only)
About NYL - Queens General Office

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. We have 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 MDRT2 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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