Life Insurance Sales Agent, Financial Services & Client Relations
Overview
You'll build a book of business selling life insurance and annuity solutions to individuals and families at New York Life Greater Atlanta. You'll own client acquisition and retention from your first week. You'll report to a sales manager and collaborate with a team of 10 agents. This role offers paid training and a clear path to leadership, with the backing of a 1845 legacy firm.
What You'll Do7
- 1Build and maintain client relationships, tailoring life insurance and annuity solutions to their financial needs.
- 2Educate clients on policy benefits, guiding them to select the best coverage for their life stage.
- 3Prospect daily through networking and referrals to grow your client base.
- 4Track all client interactions and policy details in CRM systems to ensure timely follow-up.
- 5Partner with team members to design sales strategies that meet quarterly targets.
- 6Complete state licensing and ongoing training to stay current on products and regulations.
- 7Conduct annual policy reviews to identify gaps and upsell opportunities.
Requirements7
- 12+ years in sales, financial services, or client-facing roles.
- 2Valid Life Insurance License or ability to obtain within 90 days.
- 3Proven record of meeting sales goals in a commission-based environment.
- 4Strong communication skills to explain complex financial products to clients.
- 5Ability to build a referral network through community involvement and cold calling.
- 6U.S. citizenship or permanent residency (no visa sponsorship).
- 7Willingness to work onsite in New York City office.
Salary Insight
$70 - $100k per year
Location
Required Skills
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