New York Life Remote Jobs in Usa
4 positions found
Job Description
Are you a leader who has the following traits?
- Competitive
- Entrepreneurial
- Coachable
- Communicative
- Self-disciplined
- Authentic
If the answer is yes , consider becoming a financial services professional to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, 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 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 a financial services profressional, 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.
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 full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our topperforming financial professioanls.
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 your 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, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your 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 registered investment advisor, to offer wealth management and advisory services, 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 financial services profressionals.
How we will compensate you
We're proud to be recognized by the following organizations. You have the power to determine your own income with our commission-based compensation.3 In 2024, the average income of our financial professionals under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $120,555.4 Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals, please follow this link /careers/financial - professionals/incomeand -benefits.
Company Description
About New York Life
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 our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.
Awards & Accolades...
We're proud of our financial strength3
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody's)
- AA+ Very Strong (Standard & Poor's)
We're proud of our positions in the industry4
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5
- Training Magazine's Training Top 100 for 20216
We're proud to be recognized by organizations that also value diversity
- Latino Leaders: 2022 Best Companies for Latinos to Work
- Human Rights Campaign: 2022 Corporate Equality Index
- Forbes 2022: America's Best Employers for Diversity
We're proud of the help we've provided and continue to provide our clients7
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid.
Dividends are not guaranteed)
- $938 million lifetime annuity paid (includes all payouts on individual income annuity products)
- Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)
Company Description
About New York Life\r
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 our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.\r
Awards & Accolades...\r
We're proud of our financial strength3\r
- A++ Superior (A.M. Best)\r
- AAA Exceptionally Strong (Fitch)\r
- Aaa Exceptional (Moody's)\r
- AA+ Very Strong (Standard & Poor's)\r
We're proud of our positions in the industry4\r
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5\r
- Training Magazine's Training Top 100 for 20216\r
We're proud to be recognized by organizations that also value diversity\r
- Latino Leaders: 2022 Best Companies for Latinos to Work\r
- Human Rights Campaign: 2022 Corporate Equality Index\r
- Forbes 2022: America's Best Employers for Diversity\r
We're proud of the help we've provided and continue to provide our clients7\r
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)\r
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid.\r
Dividends are not guaranteed)\r
- $938 million lifetime annuity paid (includes all payouts on individual income annuity products)\r
- Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)
Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.
New York Life Investment Management LLC provides institutinal asset management and retirement plan service.
Other New York Life affiliates provide an arra of securities products and services, as well as institutional and retail mutual funds.
Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule.
We offer tremendous guidance, encouragement, and training for those who want to take this path.
As a Financial Services Professional it is your responsibility to help individuals plan for their future.
Average Financial Advisor compensation range: Year 1: $65,000-$132,000 Year 3: $109,000-$205,000 Year 5: $132,000-$287,000 Year 10: $239,000-$500,000 We offer a comprehensive benefits package that includes: Defined Benefit Pension Plan 401(k) Saving Plan Health/Dental/Life/Disability Continuing education reimbursement Reimbursement for industry designations Discounts from major wireless carriers Local discounts (based on location) for gym members Perks Enjoying a flexible lifestye Being your own boss, but with many levels of support and ecpertise behind you Working toward personal and professional growth Pursing an opportunity for very high income Performing a valuable service to others in your community Opportunity to move into management, coaching others to be successful NYLIC University: One of the most comprehensive and well-respected training programs in the industry
Job Description
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 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 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.
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 your 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 your 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 funds(1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your 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.
How we will compensate you.
You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917.(3) Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. (4)
About New York Life...
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 our clients.
Awards & Accolades...
We're proud of our financial strength. (5)
- 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.(6)
- Training Magazine's APEX Award for 2022
We're proud to be recognized by organizations that also value diversity.
- Human Rights Campaign: 2022 Corporate Equality Index
- Forbes 2022: America's Best Employers for Diversity
- Latino Leaders 2022 Best Companies for Latinos to Work For
We're proud of the help we've provided and continue to provide our clients.(7)
- 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
- $579 million LIFETIME ANNUITY INCOME PAID . Includes all payouts on individual income annuity products.
- $4.5 billion IN LIVING BENEFITS AWARDED . Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
- Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.(8)
1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
3. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied.
4. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.
5. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.
6. A full list of our awards is available here: -awards-and-recognition
7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022.
8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity
V1_AR1 SMRU 5 Exp. Company Description
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 our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.
Awards & Accolades...
We're proud of our financial strength3
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody's)
- AA+ Very Strong (Standard & Poor's)
We're proud of our positions in the industry4
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5
- Training Magazine's Training Top 100 for 20216
We're proud to be recognized by organizations that also value diversity
- Latino Leaders: 2022 Best Companies for Latinos to Work
- Human Rights Campaign: 2022 Corporate Equality Index
- Forbes 2022: America's Best Employers for Diversity
We're proud of the help we've provided and continue to provide our clients
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid; dividends are not guaranteed)
- $938 million lifetime annuity paid (includes all payouts on individual income annuity products)
- Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)
Company Description
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 our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.\r
\r
Awards & Accolades...\r
We're proud of our financial strength3\r
- A++ Superior (A.M. Best)\r
- AAA Exceptionally Strong (Fitch)\r
- Aaa Exceptional (Moody's)\r
- AA+ Very Strong (Standard & Poor's)\r
\r
We're proud of our positions in the industry4\r
- New York Life named a 2021 "Elite Gold Organization" by Chief Learning Officer magazine5\r
- Training Magazine's Training Top 100 for 20216\r
\r
We're proud to be recognized by organizations that also value diversity\r
- Latino Leaders: 2022 Best Companies for Latinos to Work\r
- Human Rights Campaign: 2022 Corporate Equality Index\r
- Forbes 2022: America's Best Employers for Diversity\r
\r
We're proud of the help we've provided and continue to provide our clients\r
- 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)\r
- $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid; dividends are not guaranteed)\r
- $938 million lifetime annuity paid (includes all payouts on individual income annuity products)\r
- Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)
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 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.
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 & 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 full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your career. You’ll also be eligible to 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 & 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 the 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.
How We Will Compensate You
You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agents’ Contract who met annual minimum sales production requirements was $117,359.4. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals, please follow this link income-and-benefits.
About New York Life... 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.
Chief Learning Officer: 2023 CLO Learning Elite Gold award
We’re proud to be recognized by organizations that also value diversity.
Human Rights Campaign: 2023/2024 Corporate Equality Index
Forbes 2023: America’s Best Employers for Diversity
Seramount: 2023 Best Companies for Multicultural Women
We’re proud of the help we’ve provided and continue to provide to clients.
3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
$5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.9
The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract.
Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency, and a New York Life company.
Wealth management and advisory services are offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser, and a New York Life company. Qualification requirements include, but are not limited to, applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you make will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract.
Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agents’ Contracts in all states, without a persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process.
Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation, and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied.
This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.
New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.
A full list of our awards is available here: figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023.
This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12 months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
AR10511A_052024 SMRU5021157 (Exp. New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply as soon as possible
Compensation:$86,000 - $121,000 yearly
Responsibilities:- Assist current policyholders during the insurance claims process while overseeing existing insurance claims
- Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
- Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
- 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
- Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
- Network within the community and be involved in community activities
- Building relationships through referrals, networking, digital, and community involvement
- Customer service or experience as a sales representative are highly valued
- Possesses outstanding interpersonal and communication skills
- Previous health insurance or life insurance experience a plus
- High school diploma or equivalent required; Bachelor’s degree preferred
- Familiarity with the Microsoft Office suite
- Experience in sales or customer service roles, demonstrating strong interpersonal skills
- Ability to build and maintain relationships through networking, referrals, and community involvement
- Proven track record of meeting or exceeding sales targets in a competitive environment
- Strong organizational skills to manage electronic and paper records efficiently
- Ability to assess clients' insurance needs and provide tailored solutions.
- Experience in using digital tools for sales, prospecting, and client management
- Excellent communication skills to address customer inquiries and facilitate consultations effectively
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 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.
New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation
#WHINS2
Compensation details: 86 Yearly Salary
PI1a64826c4417-3631
