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Insurance Agent, New York Life Insurance Company
3 weeks ago
- Ability to understand the needs and financial concerns of clients.
- Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
- Promote customized ways for clients to achieve their long-term financial goals.
- Cultivating relationships, with a view to helping every family member or individual pursue financial security
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
- Providing compassion and guidance to clients when unfortunate life circumstances arise.
- Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationship over time.
- Sales experience preferred, but not required.
- Entrepreneurial mindset.
- Strong communication skills both written and verbal.
- Desire to help families and businesses to address their financial needs.
- Strong business acumen.
- Professional business demeanor.
- Perseverance in the face of a challenge
- Ability to engage your community and leverage personal networks/contacts
- 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.
- 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.
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