Insurance Sales Representative

Rego Park, New York
New York Life Insurance Company

Insurance Agent with New York Life Insurance Company

Our Insurance Agent role has allowed thousands of qualified individuals the opportunity to step into a client’s life to help them achieve their financial goals, while building a great career for themselves in the process. Utilizing our expansive product lines our Agents work to guide individuals, families and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career

Qualities that we look for in our Agents:

• Sales experience preferred – entrepreneurial mindset

• Strong communication skills both written and verbal

• Desire to help others

• Strong business acumen

• Perseverance in the face of a challenge

• Ability to engage your community and leverage personal networks/contacts

We’ve built a strong company, one that puts its clients first. We have confidence in our products but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the field work to provide one-on-one support and guidance to every Agent they hire.

Training, Development & Benefits

Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:

• In conjunction within office trainings, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!

• You can read in full about all benefits1 for our Financial Professional role here:

Job Requirements:

• Analyze sales trends to increase sales
• Maintain sales area records on customer sales
• Searching a sales representative to complement sales team
• Drive outside sales within territory
• Prepare periodic sales report showing sales volume and potential sales
• Lead all sales within territory
• Develop a territory sales plan
• Utilizing sales system to optimize sales calls
• Complete job site survey reports for all new customer job sites and existing customer job sites
• Mastering the sales representative position
• Provide weekly sales updates to sales management
• Develop and maintain sales forecasts on anticipated territory sales
• Exceed sales goals in assigned territory
• Coordinate sales calls and associated paper work with inside sales/sales support
• Exerting sales effort necessary to meet sales quota
• Achieve sales goals for assigned accounts and assigned sales area
• Achieve and exceed territory sales goals
• Meet or exceed sales call activity goals for new sales
• Conduct sales presentations to customers
• Succeed in company sponsored training classes