Life Insurance Career Agent

1 week ago


Stratford, Connecticut, United States New York Life -Stratford CT Full time
About the RoleWe are looking for a talented and customer-focused individual to serve as a key representative for New York Life in Stratford, CT. As a Financial Services Professional, you will be responsible for building relationships with clients, identifying their insurance needs, and developing personalized solutions to help them achieve their long-term financial goals. Key responsibilities include:
  • Onboarding new clients and retaining existing ones through exceptional customer service
  • Developing a prospective client base and promoting our insurance products through referrals, cold calling, networking, and other marketing strategies
  • Maintaining accurate records and bookkeeping, ensuring all paperwork is up-to-date
  • Identifying new client insurance needs, risk, goals, current coverage, and financial situation by scheduling meetings and providing personalized experiences


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