Insurance Sales Agent - Financial Advisor at NYL - Nassau GO – Uniondale, New York

Jump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers.

Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!

$120,000+ at plan earnings

• Tailor risk management strategies and client profiles to reflect each customer’s individual needs
• Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
• Remain updated about insurance industry changes that may affect customers in your portfolio
• Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders

• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products

• Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial
• Basic understanding of sales lead or accounting software is helpful
• Basic computer skills including proficiency with Microsoft Office suite is required
• Bachelor’s degree preferred; high school diploma mandatory
• Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole

• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products

About New York Life

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 clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

Awards & Accolades

We’re proud of our financial strength:

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s)