Job Description

Job Description

Job Description

To be considered, candidates must live in or around the Albany, NY area

Our insurance agency is expanding and needs the help of a life insurance agent to expand our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in clients’ lives every day. If this sounds like a job you’d love, apply now!

Candidates will report to Latham, NY office

$65,000 - $85,000 yearly

• Cultivate and maintain strong relationships with clients to understand their financial needs and provide tailored insurance solutions.
• Proactively identify and pursue new business opportunities to expand client base and drive revenue growth.
• Conduct comprehensive financial assessments to recommend appropriate insurance products that align with clients' goals.
• Collaborate with team members to develop and implement effective sales strategies that enhance our market presence.
• Stay informed about industry trends and regulatory changes to ensure compliance and provide clients with up-to-date information.
• Deliver exceptional customer service by promptly addressing client inquiries and resolving any issues with professionalism.
• Facilitate the onboarding process for new clients, ensuring a seamless transition and a positive first impression of our services.

To be considered, candidates must live in or around the Albany, NY area

• Experience in the financial services industry, particularly in insurance, is essential.
• Ability to provide exceptional customer service, ensuring clients feel valued and understood.
• Proven track record of successfully managing and processing insurance claims with accuracy and efficiency.
• Strong communication skills to effectively onboard new clients and maintain relationships with existing ones.
• Ability to evaluate clients' insurance needs and tailor solutions that align with their financial goals.
• Experience in maintaining organized records and databases, ensuring all client information is current and accessible.
• Proficiency in using marketing strategies, including networking and referrals, to grow a customer base is a plus.

New York Life Insurance Company

New York Life is a cornerstone of the financial services industry, with a 181‑year history, a Fortune 100 ranking, and the highest financial strength ratings available. We are seeking driven, entrepreneurial individuals who want to build a meaningful career backed by unmatched resources, training, and long‑term stability.

Why New York Life?

When you align with New York Life, you gain access to industry‑leading training, education, development, and mentorship designed to support your success from day one.

What We Offer:

• Comprehensive training and development program
• All required study materials are provided for licensing and registrations
• Bonuses paid upon completion of licenses
• Partnership with The American College, allowing advisors to earn professional designations at no cost or with 100% reimbursement upon passing
• 401(k) with company match
• Pension plan starting on day one

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