Life Insurance and Retirement Specialist

3 weeks ago


San Diego, California, United States New York Life Full time

Are you looking for a career that offers financial growth and the opportunity to make a difference in your community? At New York Life Insurance Company, we believe it's possible to get ahead and do the right thing.


We're looking for motivated self-starters who want:

  • Comprehensive and ongoing professional training and development
  • State-of-the-art marketing and sales solutions
  • A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients
  • A clearly defined career path, including opportunities in Management for qualified individuals
  • Comprehensive benefits, including a defined benefit pension plan and significant earnings potential

You'll also:

  • Develop and implement business and marketing plans
  • Prospect for potential clients
  • Discuss the financial concerns and needs of individuals
  • Presentation of potential solutions using our suite of products and services
  • Develop your professional skills and knowledge

As a New York Life Agent, you'll be offering high-quality life insurance, fixed annuities, long-term care insurance, and other products for insurance and retirement planning needs.


Responsibilities include:


  • Providing warm and professional customer service while onboarding new clients and maintaining existing clients
  • Growing new business by generating a prospective customer base and advertising our insurance products
  • Determining new customers' insurance needs, desires, insurance risk, prior coverage, and financial standing
  • Aiding policyholders with the insurance claims process

Qualifications include:


  • Excellent verbal and written communication skills
  • High school diploma or equivalent, Bachelor's degree desired
  • Familiarity with the Microsoft Office suite
  • Previous customer service or sales experience preferred

Compensation: $90,000+ commission based.


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