Insurance Professional Position Available In Mecklenburg, North Carolina
Tallo's Job Summary: New York Life is hiring Insurance Professionals to impact families positively with competitive salaries. Responsibilities include managing records, addressing customer needs, identifying insurance needs, and growing business. Qualifications include active Life & Health insurance license, Microsoft Office proficiency, and excellent communication skills. New York Life, a Fortune 100 company, prioritizes client well-being and offers opportunities for personal growth and success.
Job Description
Job Description:
Are you a leader who has the following traits?
- Competitive
- Entrepreneurial
- Coachable
- Communicative
- Self-disciplined
- Authentic If the answer is yes, consider becoming an insurance agent to drivea positive impact in the lives of families every day.
At New YorkLife, you’re in control of your career journey. Backed by a Fortune100 company that is a leader in the financial services industry,New York Life will invest in you from the start, training you invaluable skills such as marketing, customer relationship management(CRM), and communication, and providing you with a development teamand sales support to guide your success. What we’re looking for… We’re looking for people who want to make a lasting impact on thefinancial well-being of individuals, families, and smallbusinesses. This is not just a sales job-it’s a career with purposeand opportunity. You’ll provide peace of mind to your clients whilehelping them navigate challenges that many of them find complex andconfusing, such as preparing for retirement and saving for college.
As an insurance agent, you will have the opportunity to see thepositive impact of your work for years to come. You will growpersonally and professionally along with your clients. What we offer… Training and development We’ll equip and train you with a multifaceted approach thatincludes an industry-leading learning platform, personalizedcoaching from dedicated training professionals, and the ability toobtain industry professional designations. We are so committed totraining that we’ll subsidize it in your first two full-timecontract years, providing you with additional funds, if youqualify, to help keep you on your feet while you complete ourtraining program and grow your business. You’ll also be eligible toget rewarded and acknowledged with sales incentives andprofessional development trips for our top-performing insuranceagents. Digital tools Beyond this training and support, New York Life will equip you withthe tools you need to succeed day to day, including experts on handto answer your questions and a suite of digital sales, prospecting,and marketing tools that will help you attract and retain yourclients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range ofproducts, including life insurance, annuities, long-term careinsurance, disability income insurance, and investment productssuch as mutual funds1 through our broker-dealer arm, NYLIFESecurities LLC (member of FINRA and SIPC), a Licensed InsuranceAgency, ensuring that the solutions you develop with your clientscan help them and their families achieve their financial goals.
You’ll also be able to specialize and gain expertise in differentareas, such as by becoming a financial advisor with EagleStrategies LLC, our investment advisory division, to offer wealthmanagement and advisory services,2 estate planning strategies, andbusiness solutions. Human guidance. When you join New York Life,you’re joining a strong team with peer-to-peer support options likestudy groups, mentorship, and other opportunities to engage withyour fellow insurance agents. How we will compensate you. You have the power to determine your own income with ourcommission-based compensation.3 In 2023, the average income of ouragents under the N8 and N9 Agent’s Contract who met annual minimumsales production requirements was $117,359.4. Individual agentperformance will determine your income. Benefits for full-timeagents include medical, dental, vision, life, and disabilityinsurance, as well as a 401(k) and pension.5 For more informationabout commission-based income and benefits for financialprofessionals, please follow this linkhttps://www.newyorklife.com/careers/financial-professionals/income-and-benefits. About New York Life… New York Life is a Fortune 100 company witha long history of doing good. We have been in business for over 175years, helping generations of Americans protect their families andattain their financial goals. As a mutual company, we areaccountable only to our policyholders, not to Wall Street oroutside investors. We are focused on the long-term success ofclients. Awards Accolades…
- We’re proud of our financial strength.
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody’s)
- AA+ Very Strong (Standard Poor’s) We’re proud of the training we offer.
Chief Learning Officer:
2023 CLO Learning Elite Gold award We’re proud to be recognized by organizations that also valuediversity.
Human Rights Campaign:
2023/2024 Corporate Equality Index Forbes 2023: America’s Best Employers for
Diversity Seramount:
2023 Best Companies for Multicultural Women We’re proud of the help we’ve provided and continue to provideclients.8 3 million
LIVES PROTECTED.
Includes all owners of individual lifeinsurance and annuity policies $937 million
LIFETIME ANNUITY INCOMEPAID.
Includes all payouts on individual income annuityproducts. $5 billion
IN LIVING BENEFITS AWARDED.
Includes life and annuitycash value accumulation and qualifying policy dividends paid.
Dividends are not guaranteed. Over $1.2 trillion
LIFE INSURANCE PROTECTION IN FORCE.
Includesterm, whole, and universal life.9 The terms “agent” and “financial professional” are usedinterchangeably throughout this brochure and refer to someone whois in a sales role under an agent contract. Offered by properly licensed registered representatives throughNYLIFE Securities (member
FINRA/SIPC
), a Licensed Insurance Agency,and a New York Life company. Wealth management and advisory services are offered by FinancialAdvisors of Eagle Strategies LLC, a Registered Investment Adviser,and a New York Life company. Qualification requirements include,but are not limited to, applicable FINRA general securities, agentstate law, investment advisory licenses, compliance history,production standards, and required training. Requirements aresubject to change. If you qualify for an Introductory (PTAS) Contract, you willpreview an agent career with New York Life as an independentcontractor while continuing to work at your current job, withlimited exceptions. PTAS Agents are not eligible for benefits.
During this preview period of up to six months, any sales you makewill continue to accrue until you either make enough sales tobecome a full-time agent under a Training Allowance Subsidy (TAS)Contract or the passage of six months, whichever is earlier. If youdo not become a full-time agent, all commissions on any sales youmake will be paid to you at the end of six months. If you become afull-time agent under a TAS Contract, you will be credited with thecommissions you accrued under the Introductory Contract. Based on 2023 company data for 8,156 agents operating under our N9and N8 Agent’s Contracts in all states, without persistency bonus,who were active as of December 31, 2023. N9 is the current contractfor new financial professionals. N8 contracts were issued to newfinancial professionals prior to April 2004. Contracts determineyour compensation and benefits. Sales production requirements aredetermined annually by the company. Historical agent incomes areprovided for informational purposes only. Agent income is notguaranteed. Income is dependent upon the sales of each agent. Agentcompensation is commission-based and determined through the ledgerprocess. Overall compensation includes positive income credits forcommissions based on actual sales and certain allowances orincentives, if eligible, based upon persistency and production, aswell as debits associated with commission reversals, authorizedexpenses, and other items. Each credit and debit posted to theAgent’s Ledger is part of determining the agent’s compensation andno individual credit posted to the ledger is earned until theledger reconciliation process is complete. Agents receive paymentsequal to the positive balance on the Agent’s Ledger after thecredits and debits are applied. This is necessarily brief and provides only general descriptions ofthe benefits available to eligible agents under the applicableplans. Specific terms, such as eligibility and benefits, aredetermined only by the terms and conditions contained in therelevant plan documents. In the event of any conflict between theinformation herein and the provisions of the plan documents, theplan documents will govern. The company reserves the right to amendor terminate the benefit plans described herein at any time for anyreason. New York Life Insurance Company continues to receive the highestfinancial strength ratings currently awarded to any life insurer inthe U.S. from all four major rating agencies.
Source:
IndividualThird-Party Ratings Reports:
A.M. Best A++, Fitch Ratings AAA,Moody’s Aaa, and Standard Poor’s AA+ (as of 11/17/2023). Theratings do not apply to investment products as they are subject tomarket risk and will fluctuate in value. A full list of our awards is available here:https://www.newyorklife.com/newsroom/our-awards-and-recognition All figures reflect the consolidated results of New York LifeInsurance Company and its domestic insurance subsidiaries,including New York Life Insurance and Annuity Corporation, for the12 months ending December 31, 2023. This reflects the consolidated results of New York Life InsuranceCompany (NYLIC) and its domestic insurance subsidiaries, includingNew York Life Insurance and Annuity Corporation (NYLIAC), for the12 months ending December 31, 2023. Individual life insurance inforce is the total face amount of individual life insurancecontracts (term, whole, and universal life) outstanding for NYLICand its domestic insurance subsidiaries at a given time. Thecompany’s individual life insurance in force totaled $1,200.95billion at December 31, 2023 (including $182.34 billion forNYLIAC). Intercompany transactions have been eliminated inconsolidation. New York Life is an Equal Opportunity Employer
- M/F/Veteran/Disability/Sexual Orientation/Gender Identity
AR10511A
_052024 SMRU5021157 (Exp.05.30.2025) New York Life acceptsapplications for the Financial Professional position on an ongoingbasis. Qualified candidates are encouraged to apply as soon aspossible
Responsibilities:
- Manage electronic and paper records and ensure all contractingpaperwork is kept current
- Address existing and prospective customer requests in a promptand friendly matter, including booking new meetings and respondingto inquiries regarding billing, eligibility, coverage, claims, andinsurance policies
- Identify new client insurance needs, insurance risk, goals,current coverage, and financial situation by scheduling meetingsfor new customers, ensuring a personalized experience
- Grow new business by generating a prospective customer base andadvertise our insurance products via networking, asking forreferrals, cold calling, and other marketing strategies
- Network within the community and be involved in communityactivities
- Building relationships through referrals, networking, digital,and community involvement
Qualifications:
- Candidates with an active Life & Health insurance license arestrongly preferred
- Proficiency with Microsoft Office products
- Background in the health insurance or life insurance industriespreferred
- Excellent verbal and written communication skills required
- Must have graduated high school or received GED, a Bachelor’sdegree is desired
About Company:
New York Life is a Fortune 100 company with a long history of doinggood. We have been in business for over 175 years, helpinggenerations of Americans protect their families and attain theirfinancial goals. As a mutual company, we are accountable only toour policyholders, not to Wall Street or outside investors. We arefocused on long-term success for our clients. To prepare for thefuture, we are constantly innovating and looking ahead to find moreways to increase value for our clients. New York Life is an equal opportunity employerM/F/Veteran/Disability/Gender Identity/Sexual Orientation