Entry-Level Insurance Agent
NY LIFE
- Fredericksburg, VA
- Permanent
- Full-time
- Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
- Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
- Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
- Ability to successfully network to prospect new potential clients is a must
- Relationship management skills are required
- Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. With over 170 years of industry success. Our accolades include:
- A promise to work with you to build a strong financial future for both you and your clients
- #73 on Fortune 100 in 2020
- A leading company with many agents qualifying for MDRT2 year after year
- Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).