Job Description

Job Description

Job Description

Are you a leader who has the following traits?

• Competitive
• Business-minded
• Coachable
• Communicative
• Self-disciplined
• Authentic

If the answer is yes, consider becoming an insurance agent to drive 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.

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 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 clients.

What we offer...

Training and development

We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized

coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so

committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your

feet while you complete our training program and grow a business. You’ll also get rewarded and acknowledged with sales

incentives and professional-development trips for our top-performing insurance agents.

Digital tools

Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care

insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer

wealth management and advisory services,2 estate planning strategies, and business solutions.

Human guidance

When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship,

and other opportunities to engage with your fellow insurance agents.

$100,000+

• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Customize financial plans for each client based on potential life changes and changing financial needs
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products

• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital

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 the long-term success of 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)

We’re proud of the training we offer.

Training Magazine’s APEX Award for 2022

We’re proud to be recognized by organizations that also value diversity.

5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies

$938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.

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