Licensed life Insurance Agent

Company Description NYLIFE Securities LLC is a registered broker-dealer and wholly owned subsidiary of New York Life Insurance Company, dedicated to delivering world-class brokerage services and a broad range of investment options. The firm provides the resources and support needed to help clients grow, manage, and preserve their wealth over time. With a strong investment platform, competitive cost structure, and focus on exceptional client service, NYLIFE Securities addresses diverse financial goals and needs. The organization is committed to building long-term financial relationships and serving clients prudently throughout every stage of life. Team members benefit from a stable, reputable parent company and a client-centered culture.

Role Description This is a full-time, on-site role for a Licensed Life Insurance Agent based in New York, NY. The Licensed Life Insurance Agent will meet with prospective and existing clients to assess their insurance and investment needs, explain life insurance products, and recommend suitable solutions aligned with their financial objectives. Typical responsibilities include generating new business through prospecting and referrals, conducting needs analyses, preparing proposals, and completing applications and related documentation in compliance with regulatory and company standards. The role also involves providing ongoing policy reviews, addressing client questions, coordinating with internal brokerage and investment teams, and maintaining accurate records in client management systems. The agent will participate in training, stay current on product offerings and industry regulations, and contribute to a professional, ethical sales environment.

Qualifications

• Candidates should possess strong skills in Insurance Sales and Insurance Brokerage to effectively present and deliver appropriate life insurance solutions.
• Candidates should possess solid Finance and Insurance knowledge to analyze client needs and align products with long-term financial strategies.
• Candidates should possess excellent Customer Service skills to build trust, sustain long-term relationships, and respond promptly to client inquiries.
• Active life insurance license (or eligibility to obtain one promptly) and adherence to all regulatory and compliance requirements.
• Proven ability to meet sales targets, manage a pipeline of prospects, and work with diverse client populations in a professional manner.
• Strong communication, presentation, and interpersonal skills, with the ability to explain complex financial concepts clearly.
• High level of integrity, reliability, and accountability in handling client information and financial recommendations.
• Associate or bachelor’s degree in finance, business, economics, or a related field is beneficial; prior experience in insurance or financial services is preferred.