Location
Stamford, CT | United States
Job description
Insurance Professional
Are you a leader who has the following traits?
- Competitive
- Entrepreneurial
- Coachable
- Communicative
- Self-disciplined
- Authentic
If the answer is yes, consider becoming an insurance agent to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.
Responsibilities:
- Ability to understand the needs and financial concerns of clients.
- Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
- Promote customized ways for clients to achieve their long-term financial goals.
- Cultivating relationships, with a view to helping every family member or individual pursue financial security.
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
- Providing compassion and guidance to clients when unfortunate life circumstances arise.
- Manage electronic and paper records and ensure all contracting paperwork is kept current.
- Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies.
- Identify new client insurance needs, insurance risks, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience.
- Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business.
Qualifications:
What we’re looking for...We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.We encourage all of our agents to continue their financial education and strive to obtain their SIE, Series 6 or 7, and their 63, in order to be able to act as Trusted Business advisors for their clients. To assist clients in evaluating their needs and creating solutions that allow them to reach their goals.
About Company:
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)We’re proud of the training we offerTraining Magazine’s APEX Award for 2022We’re proud the be recognized by organizations that also value diversity
Latino Leaders: 2022 Best Companies for Latinos to Work For
Human Rights Campaign: 2022 Corporate Equality Index
Forbes 2022: America’s Best Employers for Diversity
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