Life Insurance Sales Agent
Wizehire, Charlotte, NC, United States
Overview
Entry-Level and Experienced Life Insurance Agent — Are you a leader who is competitive, business-minded, coachable, communicative, self-disciplined, and authentic? If yes, consider becoming an insurance agent to drive positive impact in families’ lives. At New York Life, you’re in control of your career journey. New York Life is a Fortune 100 company and a leader in financial services, providing training in marketing, CRM, and communication, with development and sales support to guide your success.
What 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 a career with purpose and opportunity that goes beyond sales. You’ll help clients navigate challenges such as retirement planning and college savings, and you will grow personally and professionally with your clients.
What We Offer Training and development: We provide an industry-leading learning platform, personalized coaching from dedicated training professionals, and opportunities to earn industry designations. Training support may be subsidized during the first two full-time contract years, with potential additional funds to assist you through the program. Top-performing agents may receive sales incentives and professional-development trips.
Digital tools: Access to digital sales, prospecting, and marketing tools—plus web, social, and email content to attract and retain clients with on-hand experts to answer questions.
Products and solutions: A range of products including life insurance, annuities, long-term care insurance, disability income insurance, and investment products through NYLIFE Securities LLC. You can specialize and gain expertise in areas such as financial advisory services with Eagle Strategies LLC, estate planning strategies, and business solutions. Strong peer-to-peer support, study groups, mentorship, and other engagement opportunities are available.
Compensation and Benefits Compensation is commission-based. In 2024, average income for certain contracts meeting annual minimum sales production requirements was $120,555. Individual performance determines earnings. Benefits for eligible full-time agents include medical, dental, vision, life, disability insurance, and a 401(k) and pension. For more information about compensation and benefits, please visit the company careers page.
Responsibilities
Identify new client insurance needs, risk, goals, current coverage, and financial situation by scheduling meetings for new clients to ensure a personalized experience.
Develop a prospective customer base and advertise insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business.
Process current policyholders’ insurance claims and monitor the status of existing claims.
Manage electronic and paper records; keep contracting paperwork current.
Onboard new clients and retain existing clients through customer service tasks such as appointment scheduling and inquiries regarding billing, coverage, eligibility, and policies.
Build and nurture long-term client relationships with tailored insurance solutions.
Educate clients on the benefits and features of various insurance products to enable informed decisions.
Develop and implement strategic sales plans to achieve personal and team targets and drive business growth.
Conduct comprehensive needs assessments to identify cross-selling and upselling opportunities.
Stay informed about industry trends and regulatory changes to provide current advice.
Collaborate with team members and participate in ongoing training to enhance skills and knowledge.
Utilize digital tools and resources to streamline client interactions and improve service delivery efficiency.
Qualifications
Customer service experience or sales experience is valued; strong interpersonal and communication skills are essential.
Familiarity with the Microsoft Office suite; experience in health or life insurance a plus.
Proven ability to identify client needs and tailor insurance solutions to financial goals.
Track record of meeting or exceeding sales targets in a competitive environment.
Ability to develop and implement strategic sales plans and conduct comprehensive needs assessments for cross-selling opportunities.
Strong written and verbal communication skills; proficient with digital tools to enhance client interactions.
Legal and Company Information New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. This position is posted on an ongoing basis. Compensation details are provided above.
About New York Life: A Fortune 100 company with a long history of doing good, we are a mutual company focused on long-term client success and innovation for value creation.
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What 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 a career with purpose and opportunity that goes beyond sales. You’ll help clients navigate challenges such as retirement planning and college savings, and you will grow personally and professionally with your clients.
What We Offer Training and development: We provide an industry-leading learning platform, personalized coaching from dedicated training professionals, and opportunities to earn industry designations. Training support may be subsidized during the first two full-time contract years, with potential additional funds to assist you through the program. Top-performing agents may receive sales incentives and professional-development trips.
Digital tools: Access to digital sales, prospecting, and marketing tools—plus web, social, and email content to attract and retain clients with on-hand experts to answer questions.
Products and solutions: A range of products including life insurance, annuities, long-term care insurance, disability income insurance, and investment products through NYLIFE Securities LLC. You can specialize and gain expertise in areas such as financial advisory services with Eagle Strategies LLC, estate planning strategies, and business solutions. Strong peer-to-peer support, study groups, mentorship, and other engagement opportunities are available.
Compensation and Benefits Compensation is commission-based. In 2024, average income for certain contracts meeting annual minimum sales production requirements was $120,555. Individual performance determines earnings. Benefits for eligible full-time agents include medical, dental, vision, life, disability insurance, and a 401(k) and pension. For more information about compensation and benefits, please visit the company careers page.
Responsibilities
Identify new client insurance needs, risk, goals, current coverage, and financial situation by scheduling meetings for new clients to ensure a personalized experience.
Develop a prospective customer base and advertise insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business.
Process current policyholders’ insurance claims and monitor the status of existing claims.
Manage electronic and paper records; keep contracting paperwork current.
Onboard new clients and retain existing clients through customer service tasks such as appointment scheduling and inquiries regarding billing, coverage, eligibility, and policies.
Build and nurture long-term client relationships with tailored insurance solutions.
Educate clients on the benefits and features of various insurance products to enable informed decisions.
Develop and implement strategic sales plans to achieve personal and team targets and drive business growth.
Conduct comprehensive needs assessments to identify cross-selling and upselling opportunities.
Stay informed about industry trends and regulatory changes to provide current advice.
Collaborate with team members and participate in ongoing training to enhance skills and knowledge.
Utilize digital tools and resources to streamline client interactions and improve service delivery efficiency.
Qualifications
Customer service experience or sales experience is valued; strong interpersonal and communication skills are essential.
Familiarity with the Microsoft Office suite; experience in health or life insurance a plus.
Proven ability to identify client needs and tailor insurance solutions to financial goals.
Track record of meeting or exceeding sales targets in a competitive environment.
Ability to develop and implement strategic sales plans and conduct comprehensive needs assessments for cross-selling opportunities.
Strong written and verbal communication skills; proficient with digital tools to enhance client interactions.
Legal and Company Information New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. This position is posted on an ongoing basis. Compensation details are provided above.
About New York Life: A Fortune 100 company with a long history of doing good, we are a mutual company focused on long-term client success and innovation for value creation.
#J-18808-Ljbffr