Posted 3 days ago
Description
Bilingual Life Insurance Sales Agent (Spanish or Portuguese)
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.
If you are searching for an excellent opportunity to grow your career as a life insurance agent, this job is for you! We are seeking a highly motivated, self-disciplined candidate interested in helping clients identify and reach their financial goals. Armed with our expansive suite of products and the support of our agents, you will guide individuals, families, and businesses through customized financial strategies. Apply today for a rewarding career in a stable, industry‑leading company centered on doing what is right for its customers!
Training, Development & Benefits Our training program extends beyond the virtual and physical classroom, as our agents learn best by doing. Every office has a dedicated sales‑support team, consisting of our management team and in‑office sales management trainers, who work with agents step‑by‑step to ensure they’ve honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the company.
Full‑time agents and their dependents are immediately eligible for medical, dental, vision, long‑term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
Source: Individual Third Party Ratings Reports as 7/30/18.
MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see
http://fortune.com/fortune500/
Our new blended training and development program is designed to work with your schedule and in this type of role that makes all the difference. Our multifaceted system includes:
In conjunction with in‑office trainings; a comprehensive and user‑friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want!
Once established in the career, Fast Track to Management opportunities for qualified professionals
Responsibilities
Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to ensure customer satisfaction
Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable insurance plan options that successfully meet their individual insurance needs
Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long‑term customer loyalty
Secure optional licenses for selling securities and investments products for wealth management and advanced planning
Prospect and contact potential clients to discuss their financial needs and concerns
Present an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goals
Offer high quality life insurance, fixed annuities, long‑term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs
Hone your knowledge and professional skills by successfully completing the New York Life training curriculum
Qualifications
High school diploma or equivalent required; Bachelor’s degree preferred
Basic computer skills with proficiency in the Microsoft Office suite are necessary
Active Life and Health insurance license is a strong bonus
Previous health insurance or life insurance experience is a plus
Previous customer service or experience as a sales representative preferred
Proficiency in Microsoft Office products
Possesses outstanding interpersonal and communication skills
Bilingual Speaking (English/Spanish) is a
plus
Leverage personal networks and contacts and engage your community to identify prospects
Sales experience preferred with a growth mindset
Strong written and verbal communication skills are required to effectively share complex ideas
Savvy business sense required
Uncompromising integrity and responsibility required
Compensation $65,000+ at plan commission
About New York Life Insurance - Central Florida New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 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.
We’re proud of the training we offer.
Training Magazine’s APEX Award for 2025
We’re proud to be recognized by organizations that also value diversity
Latino Leaders: 2025 Best Companies for Latinos to Work For
Human Rights Campaign: 2025 Corporate Equality Index
#J-18808-Ljbffr
Description
Bilingual Life Insurance Sales Agent (Spanish or Portuguese)
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.
If you are searching for an excellent opportunity to grow your career as a life insurance agent, this job is for you! We are seeking a highly motivated, self-disciplined candidate interested in helping clients identify and reach their financial goals. Armed with our expansive suite of products and the support of our agents, you will guide individuals, families, and businesses through customized financial strategies. Apply today for a rewarding career in a stable, industry‑leading company centered on doing what is right for its customers!
Training, Development & Benefits Our training program extends beyond the virtual and physical classroom, as our agents learn best by doing. Every office has a dedicated sales‑support team, consisting of our management team and in‑office sales management trainers, who work with agents step‑by‑step to ensure they’ve honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the company.
Full‑time agents and their dependents are immediately eligible for medical, dental, vision, long‑term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
Source: Individual Third Party Ratings Reports as 7/30/18.
MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see
http://fortune.com/fortune500/
Our new blended training and development program is designed to work with your schedule and in this type of role that makes all the difference. Our multifaceted system includes:
In conjunction with in‑office trainings; a comprehensive and user‑friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want!
Once established in the career, Fast Track to Management opportunities for qualified professionals
Responsibilities
Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to ensure customer satisfaction
Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable insurance plan options that successfully meet their individual insurance needs
Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long‑term customer loyalty
Secure optional licenses for selling securities and investments products for wealth management and advanced planning
Prospect and contact potential clients to discuss their financial needs and concerns
Present an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goals
Offer high quality life insurance, fixed annuities, long‑term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs
Hone your knowledge and professional skills by successfully completing the New York Life training curriculum
Qualifications
High school diploma or equivalent required; Bachelor’s degree preferred
Basic computer skills with proficiency in the Microsoft Office suite are necessary
Active Life and Health insurance license is a strong bonus
Previous health insurance or life insurance experience is a plus
Previous customer service or experience as a sales representative preferred
Proficiency in Microsoft Office products
Possesses outstanding interpersonal and communication skills
Bilingual Speaking (English/Spanish) is a
plus
Leverage personal networks and contacts and engage your community to identify prospects
Sales experience preferred with a growth mindset
Strong written and verbal communication skills are required to effectively share complex ideas
Savvy business sense required
Uncompromising integrity and responsibility required
Compensation $65,000+ at plan commission
About New York Life Insurance - Central Florida New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 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.
We’re proud of the training we offer.
Training Magazine’s APEX Award for 2025
We’re proud to be recognized by organizations that also value diversity
Latino Leaders: 2025 Best Companies for Latinos to Work For
Human Rights Campaign: 2025 Corporate Equality Index
#J-18808-Ljbffr