About The Position

At New York Life , you won’t just start a job — you’ll launch an unlimited, high-growth career. What You’ll Gain: Industry-leading training and one-on-one mentorship A clearly defined career path with advancement into leadership opportunities Access to powerful financial planning tools and resources A purpose-driven culture centered on making a meaningful impact Performance-based bonuses and recognition opportunities The ability to build your own client base and professional reputation Benefits: 401(k) Pension plan Health insurance Dental insurance Vision insurance Flexible schedule Full training/coaching and licensing sponsorship provided.

Requirements

  • Passionate about helping others succeed financially
  • Business-minded and results-driven
  • Strong communicators with excellent relationship-building skills
  • Interested in long-term growth and potential leadership opportunities
  • Self-disciplined, goal-oriented, and resilient
  • Committed to continuous learning and development
  • Comfortable working independently and within a team
  • Willing to obtain a state Life & Health license (training/licensing sponsored)

Nice To Haves

  • Bilingual abilities are a plus
  • Sales or financial services experience is helpful, but not required
  • Bachelor’s degree preferred (not mandatory)

Responsibilities

  • Develop and maintain strong relationships with clients to understand their insurance needs and provide tailored solutions
  • Proactively reach out to potential clients through networking, referrals, and lead generation activities to expand the client base
  • Conduct comprehensive needs assessments to identify clients' financial goals and recommend appropriate insurance products
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Collaborate with team members to share insights and strategies for achieving sales targets and enhancing client satisfaction
  • Stay informed about industry trends and product offerings to provide clients with the most up-to-date information and advice
  • Utilize New York Life's financial planning tools to create personalized insurance plans that align with clients' long-term objectives
  • Participate in ongoing training and professional development opportunities to enhance your skills and advance your career within the company

Benefits

  • 401(k)
  • Pension plan
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Flexible schedule
  • Full training/coaching and licensing sponsorship provided
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