Insurance Sales Agent at New York Life - Uniondale – Uniondale, New York

Join us at New York Life, where we empower individuals and businesses to secure their financial futures. As an Insurance Sales Agent, you'll play a pivotal role in delivering comprehensive insurance and investment solutions to our clients. We value collaboration, professional growth, and integrity in serving our clients and communities. You’ll have the opportunity to build a meaningful career while making a lasting impact. If you’re a motivated individual with strong interpersonal skills and a passion for customer service, this is your chance to excel in the finance industry. We’re here to support your journey with robust training, mentorship, paid licensing (NY State Health and Life, SIE, Series 6/7, Series 63/66, and a culture that encourages innovation and growth. Apply today and become part of a team that’s dedicated to excellence and client satisfaction.

$120,000 + at plan earnings

• Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
• Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
• Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
• 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

• Basic understanding of sales lead or accounting software is helpful
• Valid insurance license required or candidates must be willing to get licensed
• Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
• Bachelor’s degree preferred; high school diploma mandatory

• Willingness to learn about investments, investment programs, and language for approaching clients and prospects when speaking on these services. Willing to get necessary licenses (SIE, Series 63, Series 7)

We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.