Entry-Level Life Insurance Sales Agent
New York Life - Northern Colorado • Fort Collins, CO, US
Posted 3 months ago
Description
Responsibilities
- Implement targeted marketing strategies, including but not limited to networking and community involvement.
- Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
- Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
- Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
- Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
- Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
Qualifications
- Valid insurance license required or candidates must be willing to get licensed
- Working knowledge of accounting and sales lead software is a plus
- Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
- Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
- Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
Compensation
$75,000 - $150,000+ at planned commission
About New York Life - Northern Colorado
New York Life Insurance Company
NYL is one of the largest and most respected mutual life insurance companies in the US. Founded in 1845, the company is owned by its policyholders, which means decisions are made with a long-term focus on financial strength, stability, and client outcomes—not shareholder pressure. New York Life provides life insurance, retirement income solutions, long-term care coverage, and investment products, helping individuals, families, and businesses build and protect their financial futures.
NYLIFE Securities LLC
NYLIFE Securities is the registered broker-dealer and FINRA-member subsidiary of New York Life. It allows financial professionals to offer securities products such as mutual funds, variable annuities, and managed accounts. Through NYLIFE Securities, advisors can provide comprehensive financial guidance that integrates insurance protection with investment strategies, delivering holistic solutions tailored to clients’ goals.
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