Job Description
As a Licensed Insurance Agent at New York Life, you will serve a key role in delivering reliable financial advice and tailored insurance solutions to individuals, families, and businesses. Your responsibilities will include evaluating clients’ financial needs, educating them on life insurance and related financial products, and helping them create personalized strategies to achieve long-term financial security.
Training, Support, and Professional Development: New York Life offers a comprehensive two-year training program, marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the ability to run your own practice. You will be in business for yourself, but never by yourself.
Responsibilities:
Agents with New York Life:
• Provide comprehensive financial guidance to clients, including retirement planning, investment strategies, risk management, and estate planning.
• Build and maintain strong client relationships by delivering consistent, ethical, and professional financial advice tailored to individual needs.
• Prospect for new clients through networking, referrals, seminars, and community engagement to grow a sustainable client base.
• Analyze clients' financial situations and recommend appropriate products and services, such as life insurance, annuities, and investment options.
• Stay informed about industry trends and maintain all necessary licenses and certifications to ensure compliance with financial regulations and company standards.
• Collaborate with internal teams , including underwriting and product specialists, to develop holistic financial solutions.
Qualifications:
We are looking for driven, entrepreneurial individuals who are ready to dedicate their time and effort toward building successful and fulfilling careers.The ideal candidate will demonstrate unwavering integrity, excellent communication abilities, and a genuine passion for supporting and guiding clients.
About Company:
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.
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