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Bankers Life Insurance Company jobs

- 186 jobs
  • Entry Level Insurance Sales Agent - Hybrid Remote (NC)

    Bankers Life 4.5company rating

    Bankers Life job in Raleigh, NC or remote

    Job DescriptionBankers Life is searching for future agents to work in a fast-paced and dynamic hybrid remote environment. Jumpstart your new insurance agent career and earn up to an additional $5,000 in bonuses on top of commissions during your first four months. You'll begin your journey training in our office with the ability to transition to a hybrid remote work environment when you're ready. As an entry level insurance sales agent with Bankers Life, you will utilize our ongoing, award-winning company training to: • Set appointments to identify prospective clients' financial resources and needs • Offer expert life and health insurance policy recommendations to generate sales- • Provide continuous, excellent customer service to client base How Bankers Life compensates your work: • This is a commission and bonus position, and while it is not salaried, typical first-year entry level agents average $41,000 - $62,000 • New agents can achieve production-based incentives of up to $12,000 in their first year • Earn up to an extra $5,000 bonus in your first four months with Bankers Life • Experienced sales agents that have been a part of Bankers Life for two plus years earn upwards of $100,000+ in commissions and bonuses How Bankers Life Supports your career: • Flexible work environment once you complete your new agent training period which can vary anywhere from four to twelve weeks on average • Set their own hours with options to work in the field, onsite, and/or in a blended capacity per their preference with the support of branch leadership • Our training is conducted in our office by successful field leaders. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting • Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products in their state • Benefit-eligible management positions within local branch structure Our entry level insurance sales agents come from diverse professional backgrounds, many of which do not have previous sales experience. To take advantage of our training, a successful agent possesses the following skills and abilities: • Sales-minded, and open to connecting via phone and your network • Passion for people and developing sales relationships • Goal-oriented, with a focus on achieving sales success • Excellent time management and organizational skills Take control of your career and future, positively impact the lives of others in your community, all while enjoying the flexibility of a hybrid remote work experience. Apply today! Note: Applicants must reside in the state of position to be considered
    $100k yearly 2d ago
  • Commercial Insurance Account Manager

    Bankers Insurance 4.5company rating

    Bankers Insurance job in North Carolina or remote

    Benefits: 401(k) 401(k) matching Competitive salary Dental insurance Health insurance Paid time off Training & development Vision insurance Wellness resources Summary: The Commercial Insurance Account Executive serves as the strategic liaison with the Sales Executive and client to provide a high level of consultative and expert advice to key clients. The position requires a significant degree of independent judgment and decision making. Minimally, the CI Account Executive will be responsible for revenue of at least $550,000. Essential Duties and Responsibilities: Independently manage a book of business of key clients and serve as a subject matter expert/advisor for all aspects of managing the accounts of assigned clients. Possess superior product knowledge and know specific products offered by the agency's carriers. Keep up to date on insurance policy forms, coverage, rates, and underwriting appetite for insurance companies through bulletins and online communications. Expertly explain policy coverages and recommend additions/changes to client's insurance programs. Promptly respond to policy coverage related questions. Investigate and resolve issues of significance for client Handle elevated complaints from clients Prepare and deliver stewardship reports to include risk mitigation efforts such as claims analysis and loss trends; experience mod analysis and trends; and other information to help with predictive modeling. Oversee the renewal process and coordinate setting strategy with the client, Sales Executive, and Marketing. Ensure timely renewal of all policies. Direct client service requests to the Account Manager, to include the issuance of proofs of insurance and processing of change requests, in accordance with agency guidelines, workflows and standards. Identify opportunities to cross-sell and up-sell in partnership with the Sales Executive by determining which products best meet clients' needs Maintain client files within the agency management system for file documentation according to established workflow and procedures. Participate in interviewing and hiring decisions Participate in seminars and other training and continuing education sessions to maintain required licenses and designations, skill and leadership development, and those aimed at avoiding potential errors and omissions situations. Core Competencies: Be able to perform all essential duties and responsibilities of the position with minimal supervision. Be a team player and display resourcefulness to find win-win solutions for our clients, insurance companies, and agency. Set a high standard for client service. Effectively communicate with clients, Sales Executives, underwriters, and other team members in a concise and articulate manner. Be a good listener. Be able to independently conduct business analysis and interpret reports. Possess ability to professionally deal with conflict and resolve problems. Exhibit a personal commitment to continuous professional development including insurance knowledge and risk management skills. Education/Experience: P&C license required Proficient in Microsoft Office Suite with experience working in an agency management system preferred. Demonstrate expertise in coverages, underwriting, rating and risk management. Demonstrate in-depth knowledge of commercial insurance policy coverage to effectively manage, service, and retain clients. A proficient knowledge of insurance markets is essential. Possess the ability to identify insurance coverage gaps and make recommendations for additional policies when appropriate. High School Diploma; College Degree Preferred in addition to 10+ year's insurance agency experience. We understand the importance of providing comprehensive and competitive benefits that support the well-being and financial security of our valued employees. Some benefit highlights are: Bearing offers medical, dental, vision with premiums between /pay period. Many employee paid benefits with option to buy up: STD, LTD, Life Insurance 4.5% 401k company match Wellness Incentives Free memberships to wellness programs. Other benefits offerings include HSAs, FSAs, accident, critical care, hospital indemnity, pet insurance, and legal assistance. Flexible work from home options available. Compensation: $40,000.00 - $65,000.00 per year YOUR FUTURE as an Independent Insurance Agent Starts Here If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIANC member agency is a great career choice! IIANC's members are Trusted Choice independent insurance agencies located all across North Carolina. You'll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you! With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you? This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
    $40k-65k yearly Auto-Apply 42d ago
  • Financial Advisor/ Insurance Professional (Experienced)

    New York Life 4.5company rating

    Greensboro, NC job

    Job DescriptionWe're looking for experienced financial professionals to join our team dependable team. Whether you're looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there's no better place to work than New York Life Insurance Company. So if you're interested in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help. We are dedicated to prudent financial management and impeccable service. New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, annuities, and mutual funds. When you join our team, we help you build your practice and assist those in your community plan for their financial futures. We're looking for people who possess the following characteristics: Highly self-motivated and self-disciplined with the ability to work effectively and independently. Outgoing personality with the ability to develop relationships (i. e. , “People Person") and a sincere desire to help others. Fearless, positive attitude and willingness to be accountable for results. Organized, detail-oriented, and excellent time-management skills. Desire for continuous learning. Good communicator-you have excellent listening skills and the ability to explain complex information in a simple and concise manner. Why New York Life? From quality training programs to a competitive compensation package, we offer tremendous support to our financial professionals. Our dedicated teams at the General Office and the Corporate Office help our agents make a real impact for their customers and communities. Our extensive, agent-focused resources include: Our NYLIC University training program, designed to provide career-long support and growth for those interested in the management career path. The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales. Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents, are three highly-skilled teams providing advanced markets support. Dedicated underwriters who work diligently on cases. Committed managers who are dedicated to helping you succeed. A team of highly-trained and experienced product consultants to support your client acquisition needs. Significant income potential. Competitive benefits. We are among the strongest and most respected financial companies in America today, ranking #71 on the 2013 Fortune 100 list. We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor's (AA+); A. M. Best (A++); Moody's (Aaa); and Fitch (AAA). For 65 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity SMRU 1827569 (Exp. 7/1/20) IND123
    $70k-115k yearly est. 18d ago
  • Entry Level Sales Representative Work From Home

    Asurea Insurance Services 4.6company rating

    Remote or Fayetteville, NC job

    Entry Level Sales Representative Work From Home Must be authorized to work in the US no work visas offered at this time Organization Description The McLean Agency & Accolades Best Places to Work for Recent Grads ExperienceTM a ConnectEDU company 2012 Top Company Cultures Entrepreneur Magazine 2017 & 2018 Inc 5000 Fastest Growing Private Companies in America Inc Magazine 2016 17 18 19 20 & 21 CultureIQ and Entrepreneurs Top Company Culture List 2019 Job Details The McLean Agency is a financial services company serving mid market families that work hard to provide a life and lifestyle worth protecting from the everyday worries of life We help them by putting a shield of protection between their families and the financial losses that occur when unexpected downturns in the economy critical illness disability or death make an unwelcome entry into their lives Thats where we come in Armed with a full suite of simple easy to understand programs we are able to Identify and meet their needs with a simple proven process Help them to protect their families in comprehensive budget conscious ways Give them clarity and peace of mind and Build client for life relationships that are exceptionally valuable for them and very profitable for our top tier Enrollment Specialists We are currently hiring both Entry Level and Licensed Insurance Enrollment Specialists to help the families who have requested our assistance We offer industry leading compensation which is commission only support and advancement opportunities to attract retain and develop quality people into highly trained specialists that are growing with our company for the long term Do you qualify Are you coachable Are you a hard worker who is eager to learn how to be a high value pro Are you willing to grow and challenge yourself personally and professionally to be able to add value and make a great income for your work Are you self disciplined so you can get the most out of a flexible schedule Are you ready We put the future back in your hands by empowering you to get the most out of your career You will learn how to give the most to it while keeping your family life central If you answered yes to all these questions and are ready to get trained get paid and most importantly GET FREEDOM apply now to schedule an interview with one of our Regional Sales Managers within 24 48 hours Responsibilities Operate CRM Dial clients that have reached out to us for protection Requirements Must have an active life insurance license or be willing to obtain one The McLean Agency Regional Sales Manager No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work SFG0026845
    $52k-70k yearly est. 60d+ ago
  • Recruiting Branch Office Administrator

    Bankers Life 4.5company rating

    Bankers Life job in Wilmington, NC

    Job DescriptionKey Job Responsibilities• Provides friendly and approachable services to visitors, employees, agents and customers• Answers phone calls and greets people in a professional manner• Calls potential candidates and sets appointments for Career Briefings. • Prepares materials for Career Briefings• Follows-up with recruits to check on exam progress• Assists in the agent appointment process with the territory office and home office• Demonstrated experience in researching, analyzing, and summarizing information• Creates reporting to track shows, interviews, and contracts
    $31k-44k yearly est. 29d ago
  • Remote Territory Sales Executive

    Asurea Insurance Services 4.6company rating

    Remote or Raleigh, NC job

    Remote Territory Sales Executive Organization Description The Gilbert Agency is a premier Marketing Organization serving clients and businesses in the financial services market Designed from the ground up by industry veterans The Gilbert Agency provides a proven client integration system digital application processes and innovative technology to become a leader in the segment With the driving force of progressive and proprietary technology a competitive portfolio of services and state of the art training The Gilbert Agency has created a company that has become recognized as the innovative leader and preferred provider for its clients and field force Job Details Were looking for a highly motivated self starter to fill this open position The ideal candidate will have a strong customer service background and a passion for helping people with innovative solutions A successful candidate is able to communicate effectively and build rapport easily with customers and will utilize their experience with customer service and sales with us here For those who have proven leadership experience we may find mutual benefit to discuss elevated leadership promotions Responsibilities Acting as a point of contact between clients and the company Negotiating terms of sales and agreements and closing sales with customers Gathering market and customer information to figure out the client needs Responding to client inquiries and resolving their objections to get them to make a purchase Advising product development on improvements and discussing special promotions Creating proposal documents as part of the sale Providing clients with detailed and accurate quotations and cost calculations Preferred Skills and Qualifications Excellent verbal and communications kills Good listening skills and attention to details High level of resilience and the ability to handle objections Excellent interpersonal skills and the ability to flourish in a competitive industryA great sense of self motivation ambition and determination Ability to achieve desired results both individually and as part of a team Preferred previous sales andor customer service experience Good self management skills and ability to prioritize tasks effectively The Gilbert Agency Remote Territory Sales Executive No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work
    $113k-158k yearly est. 60d+ ago
  • Remote Sale Part time Full time

    Asurea Insurance Services 4.6company rating

    Remote or Winston-Salem, NC job

    Remote Sale Part time Full time Organization Description At The Edson Agency our Sales Representatives can take advantage of our industry leading bonus opportunities including the potential to earn up to an ADDITIONAL 10000 in bonus income PER MONTH during your first 90 days with us Come find out why Our company has been awarded Best Company Culture for three straight years by Entrepreneur Magazine & has been listed on the INC 5000s Fastest Growing Companies list 7 years in a row 2016 2022 In addition we have been named by Experiencecom as a Top 10 Place to work and have received an average rating of 43 stars on Glassdoor Full and Part Time positions available immediately Job Details Our Sales Representatives work in a fully remote capacity We are looking for licensed life insurance agents not licensed yet no problem its a quick and easy process we will help to work for one of the USs fastest growing companies We offer the industries leading training and mentoring program as well as Real Time Exclusive Digital hot Life Leads We protect families with life whole life mortgage protection annuities index universal life etc Our first time agents have the ability to make up to 75 150K per year even with no sales experience There is no cold calling our leads system provides you with plenty of leads If you arent licensed our fast track licensing program will get you licensed and help you earn money quickly This is a 100 Commission Only Position with hands on training and zero cold calls in the Life and Health Insurance Field Responsibilities What We Offer Full Training Mentoring and Support PROVEN Duplicatable Sales System Uncapped Earning Potential Daily training and mentoring calls No Cold Calling We have access to the best REAL time leads Leads are exclusive to our agents Our leads average a 70 conversion ratio Superior training utilizing a selling system that has been validated over and over Daily and weekly support consist of conference calls webinars conferences and local training Our business model and support system allow you to achieve the financial success and job satisfaction that you deserve Whether youre looking to earn a six figure income as a career agent or choose to develop an agency of your own where the sky truly is the limit its up to you and well help you every step of the way Requirements START HERE TO SEE IF YOURE A FIT Characteristics we ARE looking for Individuals coming from positions as Licensed Insurance Agent Real Estate Agent Mortgage Loan Officer Car Sales Solar Sales Representatives Inside Sales Outside Sales Direct Sales B2B B2C Insurance Adjuster Customer Service Currently have a license to sell insurance or are willing to obtain one quickly Self Motivated and Goal Oriented Disciplined and Driven to Improve Believe in and Align themselves with our Core Values High level of Consistency and Coachability Humble and willing to Learn Who we are NOT looking for Individuals who want a salary or looking to trade their TIME for MONEY Employee minded people Someone who needs a boss to micro manage them Those unwilling to personally grow and change Benjamin Edson Regional Sales Manager No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work
    $56k-74k yearly est. 60d+ ago
  • Associate Development Manager

    New York Life Insurance 4.5company rating

    Charlotte, NC job

    The Associate Development Manager (ADM) plays a critical role in supporting agent success across our General Offices while preparing for future leadership as a Development Manager. This position is designed for high-potential professionals seeking a structured, hands-on opportunity to build expertise in agent development, performance enablement, and field operations. Working in close partnership with Senior Development Leaders, the ADM contributes to onboarding, coaching, and training efforts focused on new and early-career agents. The role emphasizes strategic support, operational coordination, and the cultivation of leadership capabilities in preparation for broader management responsibilities. What You'll Do: Deliver targeted support to early-stage agents, with a focus on onboarding, activation, and early performance milestones Implement development activities, including skill-building sessions, planning conversations, and agent engagement initiatives Partner with Development Managers on curriculum planning and agent communication Manage NYLIC University scheduling, communications, and learning progress Engage in performance insights, reporting, and agent development to make sure we are implementing the best practices to drive results Build working knowledge of key systems and platforms (GuideMe, Sales Central, Marketing Central, Dialogue, etc.) Contribute to office-wide initiatives such as national campaigns, Extra Days, and planning forum. Participate in development planning meetings and strategic sessions with GO leaders What You'll Bring: A proven field leader (Executive Council or higher preferred) with strong potential for leadership Licensed with SIE, Series 6 & 63, and state Life and Health licenses A strong communicator and collaborator who thrives in a structured learning environment Adaptable, resourceful, and eager to contribute to the development of others Bachelor's degree preferred Pay Transparency Salary Range: $65,000-$75,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92826
    $65k-75k yearly 22d ago
  • Entry Level Financial Services Representative

    New York Life 4.5company rating

    Charlotte, NC job

    We're looking for experienced financial professionals to join our team. Whether you are looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than New York Life Insurance Company. If you are interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help. Job description New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds As a financial representative with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics: Four-year college degree, or higher Highly self-motivated and self-disciplined with the ability to work effectively and independently Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others Fearless, positive attitude and willingness to be accountable for results Organized, detail-oriented and excellent time-management skills Desire for continuous learning Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner Bilingual preferred, but not necessary. Entrepreneurial Spirit. Life and Health Insurance License preferred, but not required, Previous Sales Experience preferred Financial Industry background not required Why New York Life? From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities. Our extensive, agent-focused resources include: Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support Dedicated underwriters who work diligently on cases Committed managers who don't sell; instead they're dedicated to helping you succeed A team of highly-trained, experienced product consultants to support your client acquisition needs Significant income potential Substantial benefits, including a defined benefit pension plan and 401k About New York Life We are among the strongest and most respected financial companies in America today, ranking #69 on the 2018 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency Job Type: Full-time
    $39k-47k yearly est. 60d+ ago
  • Experienced Financial Advisors, Agents, and Financial Professionals - New York Life Insurance - Rale

    New York Life 4.5company rating

    Fayetteville, NC job

    Job DescriptionAre you an experienced financial professional who wants to take your practice to the next level? You owe it to yourself to check out New York Life. Is your practice growing? Want to be part of a stable, dependable company? Looking for new opportunities to expand your market? Interested in offering new products or services? It's all built on a strong foundation. Whether you specialize in fee-based financial planning,¹ business succession, or protecting growing families, our record of financial strength and integrity is built to support you. We're one of only two life insurers currently awarded the highest ratings for financial strength from all four major credit ratings agencies.² We're committed to our field force. That means you'll have the guidance, support, and resources you need to do what you do best-serve your clients. Our managers are here to support your success, not compete with you for sales. Our agents are leaders in the industry. As of 2023, New York Life has led the Million Dollar Round Table (MDRT) in membership for 69 consecutive years. For over 20 years, we have also led in MDRT's top-tier categories, Court of the Table, and Top of the Table.³ You'll be able to network productively among your peers and learn firsthand from agents at the top of the industry. Build the financial practice you envision. We believe in investing in our agents, helping them achieve their goals, and positioning them to positively impact the individuals, families, and businesses they serve. We're here to support you with your current markets and help you break into new areas of interest and opportunity. New York Life has a number of dedicated teams that focus solely on helping our agents and their clients. New York Life and our subsidiaries offer a full selection of whole life, term life, universal life, variable universal life,⁴ and survivorship products, along with variable⁴ and fixed annuities, and long term care and individual disability insurance. In addition, our agents have the opportunity to expand their practices through New York Life's subsidiaries and organizations. NYLIFE Securities LLC NYLIFE Securities LLC, member of FINRA and SIPC, a licensed insurance agency, is a wholly owned subsidiary of New York Life Insurance Company that provides competitive offers investment products and services to meet clients' varied and changing needs. Properly licensed registered representatives of NYLIFE Securities LLC have access to variable life and annuity products, mutual funds, and brokerage account services. Eagle Strategies LLC Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, is a registered investment adviser dedicated to providing clients with comprehensive financial planning and other investment advisory services. Eagle Strategies LLC offers its properly licensed Financial Advisors with the opportunity to build the financial advisory practice they envision, and deliver the financial advice and services that are best suited to meet their clients' needs. The Nautilus Group The Nautilus Group is an exclusive membership based resource accessible to an elite group of approximately 200 experienced New York Life agents who are insurance and financial industry leaders and are firmly committed to a team planning concept. Nautilus Members work with affluent, high net worth and business owner clients, professional athletes, professional entertainers, farmers and ranchers, physicians, corporate executives and retired executives. Nautilus provides a range of consultative services and technical case design to support its Members in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: family protection, estate and legacy planning, business succession and exit planning,executive benefits and philanthropy. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients' sophisticated financial objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual. The Nautilus team is dedicated to smart thinking, sound analysis and experienced financial insight. Note: Nautilus Members must qualify and pay a fee for this service. The Nautilus Group is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any strategies. Advanced Planning Group A team of over 30 professionals with credentials in law, accounting, insurance, and financial services. We help agents identify, and develop large life cases in the advanced markets. Available across the country for in-person or virtual meetings to analyze and support a variety of wealth strategies and planning objectives in these key areas: Business protection and succession Nonqualified executive benefit strategies Tax diversification and reduction strategies Wealth transfer and distribution strategies Transnational planning (non-U.S. citizen) Estate tax mitigation Asset protection Charitable giving strategies The Advanced Planning Group does not provide tax, legal, or accounting advice, and clients are advised to consult with their own advisors for tax, legal, and accounting advice Underwriting New York Life's underwriting team is constantly developing innovative underwriting solutions to help make the purchasing experience smoother for our financial professionals and their clients. Our experienced team of underwriters and medical directors is easily accessible and will help you make good business decisions. Cultural and Target Markets The world is a dynamic and diverse place, and our team is ready to help financial professionals service the needs of all their clients. This team of professionals provides support for agents working in the African American, Chinese American, Korean American, Latino, LGBT Q+, South Asian American, Vietnamese American, Women's, and Young Professionals Markets. This team offers select in-language materials and culturally relevant marketing and prospecting tools. New York Life Insurance Company University (NYLIC U) Our training program is among the best in the industry and provides opportunities for career-long learning. You can sharpen your skills, stay on top of industry issues, and grow and maintain your business. Learning options include distance e-learning, online courses, virtual classrooms, and traditional classrooms. Through New York Life's exclusive Practice Model learning paths, you can specialize in Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning while pursuing industry designations such as Financial Services Certified Professional (FSCP ), Chartered Financial Consultant (ChFC ), Retirement Income Certified Professional (RICP ), or even Wealth Management Certified Professional (WMCP ). We cover the tuition cost of these designations for qualifying, participating agents.⁵ Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917.⁶ Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.⁷ About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.² 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.⁸ Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity. Human Rights Campaign: 2022 Corporate Equality Index Forbes 2022: America's Best Employers for Diversity Latino Leaders 2022 Best Companies for Latinos to Work For We're proud of the help we've provided and continue to provide our clients.⁹ 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.¹⁰ Offered by financial advisors for Eagle Strategies LLC. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. MDRT data as of July 2023. Offered by properly licensed registered representatives through NYLIFE Securities LLC, member of FINRA and SIPC, a Licensed Insurance Agency and a New York Life Company. Tuition reimbursement is only available for American College courses. The Company reimburses eligible, participating agents with 100% of the cost of the following courses: FSCP , ChFC , RICP , and WMCP . The Company's tuition reimbursement policy is subject to change. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. A full list of our awards is available here: *************************************************************** All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1_AR10511_042023 SMRU 5021157.4 (Exp. 04.30.2024)
    $115.9k yearly 2d ago
  • Insurance Representative

    Transamerica Life Insurance Company 4.1company rating

    Fayetteville, NC job

    The Insurance Representative is directly responsible for writing new quality business, conserving existing business, providing ongoing quality service to policy owners in accordance with the Insurance Representative's Agreement and maintaining a program of continuous self-improvement. The primary aspect of the Insurance Representative position is to sell. All other functions, particularly policy owner services, provide the opportunities to increase sales activity. The Representative reports directly to a Managing Representative, Associate Director or Managing Director and is expected to meet weekly and annual objectives agreed upon with his/her immediate supervisor for the number of submitted life & health applications, life and health placements, life & health annualized controllable increase, Personal Financial Planning (PFP) sales interviews, Quality Life Check-ups (QLCs), first year and renewal persistency, first year and renewal lapse limits and all other required annual objectives. The Representative, with his/her immediate supervisor's approval, is responsible for the creation, development and implementation of action plans that are consistent with Company and personal objectives. In order to accomplish these goals, the Representative has to demonstrate the ability to work without close supervision and to work evening hours and weekends. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned. The Representative will establish annual individualized objectives on the Representative's Marketing Plan. He/she will create, develop and implement the methods/activities/action plans necessary to achieve the annual objectives. The Representative will participate in an individual Action Planning Conference (APC) with his/her direct supervisor on a regular basis for the purpose of meeting the individual's activity, sales, service and training goals established in the Representative's Marketing Plan. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned. Qualifications Education - High school diploma required. An undergraduate college degree, in a business-related field (i.e., marketing, business administration, management, etc.) preferred. Years and type of experience required/preferred - One to 3 years of experience in an insurance sales environment preferred, but not required. Life and health insurance license is required. Valid driver's license and dependable/reliable transportation. Establishes high goals and expectations. Able to start and persist with specific courses of action while exhibiting high motivation and a sense of urgency; willing to commit to long hours of work and make personal sacrifice in order to reach goals. Conducts oneself and communicates in a professional manner. The Insurance Representative is directly responsible for writing new quality business, conserving existing business, providing ongoing quality service to policy owners in accordance with the Insurance Representative's Agreement and maintaining a program of continuous self-improvement. The primary aspect of the Insurance Representative position is to sell. All other functions, particularly policy owner services, provide the opportunities to increase sales activity. The Representative reports directly to a Managing Representative, Associate Director or Managing Director and is expected to meet weekly and annual objectives agreed upon with his/her immediate supervisor for the number of submitted life & health applications, life and health placements, life & health annualized controllable increase, Personal Financial Planning (PFP) sales interviews, Quality Life Check-ups (QLCs), first year and renewal persistency, first year and renewal lapse limits and all other required annual objectives. The Representative, with his/her immediate supervisor's approval, is responsible for the creation, development and implementation of action plans that are consistent with Company and personal objectives. In order to accomplish these goals, the Representative has to demonstrate the ability to work without close supervision and to work evening hours and weekends. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned. The Representative will establish annual individualized objectives on the Representative's Marketing Plan. He/she will create, develop and implement the methods/activities/action plans necessary to achieve the annual objectives. The Representative will participate in an individual Action Planning Conference (APC) with his/her direct supervisor on a regular basis for the purpose of meeting the individual's activity, sales, service and training goals established in the Representative's Marketing Plan. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned. Qualifications Education - High school diploma required. An undergraduate college degree, in a business-related field (i.e., marketing, business administration, management, etc.) preferred. Years and type of experience required/preferred - One to 3 years of experience in an insurance sales environment preferred, but not required. Life and health insurance license is required. Valid driver's license and dependable/reliable transportation. Establishes high goals and expectations. Able to start and persist with specific courses of action while exhibiting high motivation and a sense of urgency; willing to commit to long hours of work and make personal sacrifice in order to reach goals. Conducts oneself and communicates in a professional manner.
    $31k-38k yearly est. 60d+ ago
  • Group Benefits Account Manager

    Bankers Insurance 4.5company rating

    Bankers Insurance job in North Carolina or remote

    Benefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Donation matching Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Wellness resources Summary: The Group Benefits Account Manager is responsible for proficiently working with our group benefit clients in order to provide “No Excuse Client Service” in accordance with agency standards and workflows. Essential Duties and Responsibilities: Manage accounts effectively by building effective relationships with assigned clients by communicating via email, phone, and in person. Deliver and explain policy coverage and recommend additions/changes to client insurance programs. Obtain signed applications from clients in accordance with agency and insurance company requirements. Promptly respond to policy coverage related questions from clients in accordance with agency standards and workflows. Resolve issues related to client billing. Make changes to client policies and add/delete coverage as requested by the client. Identify opportunities to cross sell and make recommendations to the Sales Executive and/or Account Executive accordingly. Quality check and thoroughly review of all policies received from insurance carriers. Partner with the Sales Executive (if applicable) to manage the renewal process by reviewing upcoming expiring accounts and obtaining information from clients in accordance with agency standards and workflow guidelines to ensure timely renewal of all policies. Determine reasons for requests for cancellations from clients and partner with the Sales Executive (if applicable) to save accounts in accordance with agency standards and workflow guidelines. Maintain client files within the agency management system and use the system to perform all transactions and file documentation according to established workflow and procedures. Assist the Account Manager and Sales Executive in processing new business and renewals through application assembly, setting up files, assembling proposals, etc., in accordance with agency standards. Keep up to date on insurance policy forms, coverage, rates, and underwriting appetite for insurance companies through bulletins and online communications. Participate in seminars and other training and continuing education sessions to maintain required licenses and for knowledge, skill and leadership development, including seminars aimed at avoiding potential errors and omissions situations. Perform other duties as requested. Core Competencies: Be a self-starter, well-organized and display good business communication skills, both verbal and written and demonstrate basic mathematical abilities. Be a team player and display resourcefulness to find win-win solutions for our clients, insurance companies, and agency. Be able to conduct business analysis and interpret reports. Exhibit a personal commitment to develop insurance knowledge. Possess ability to deal with conflict and resolve problems; able to conduct business analysis and interpret reports. Have a personal commitment to continuous professional development including insurance knowledge and risk management skills. Education/Experience: Proficient in Microsoft Office Suite with experience working in an agency management system preferred. Demonstrate expertise in coverages, underwriting, rating and risk management. Demonstrate in-depth knowledge of group benefit policy coverage with knowledge of industry operations to effectively manage, maintain and service clients. A proficient knowledge of insurance markets is essential. Possess the ability to identify insurance coverage gaps, make recommendations, and sell additional policies when appropriate. High School Diploma; College Degree Preferred in addition to 3+ year's insurance agency experience. Certificates and Licenses: Possess a Life and Health license or obtain within 90 days of employment. Insurance designation or working toward insurance designation - (i.e. INS, AAI, CISR, ACSR) or ability to demonstrate equivalent knowledge. We understand the importance of providing comprehensive and competitive benefits that support the well-being and financial security of our valued employees. Some benefit highlights are: Bearing offers medical, dental, and vision insurance. Many employee paid benefits with option to buy up: STD, LTD, Life Insurance 4.5% 401k company match Wellness Incentives Free memberships to wellness programs. Other benefits offerings include HSAs, FSAs, accident, critical care, hospital indemnity, pet insurance, and legal assistance. Flexible work from home options available. Compensation: $40,000.00 - $65,000.00 per year YOUR FUTURE as an Independent Insurance Agent Starts Here If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIANC member agency is a great career choice! IIANC's members are Trusted Choice independent insurance agencies located all across North Carolina. You'll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you! With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you? This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
    $40k-65k yearly Auto-Apply 60d+ ago
  • Entry Level Sales Representative Work From Home

    Asurea Insurance Services 4.6company rating

    Remote or Asheville, NC job

    Entry Level Sales Representative Work From Home Must be authorized to work in the US no work visas offered at this time Organization Description The McLean Agency & Accolades Best Places to Work for Recent Grads ExperienceTM a ConnectEDU company 2012 Top Company Cultures Entrepreneur Magazine 2017 & 2018 Inc 5000 Fastest Growing Private Companies in America Inc Magazine 2016 17 18 19 20 & 21 CultureIQ and Entrepreneurs Top Company Culture List 2019 Job Details The McLean Agency is a financial services company serving mid market families that work hard to provide a life and lifestyle worth protecting from the everyday worries of life We help them by putting a shield of protection between their families and the financial losses that occur when unexpected downturns in the economy critical illness disability or death make an unwelcome entry into their lives Thats where we come in Armed with a full suite of simple easy to understand programs we are able to Identify and meet their needs with a simple proven process Help them to protect their families in comprehensive budget conscious ways Give them clarity and peace of mind and Build client for life relationships that are exceptionally valuable for them and very profitable for our top tier Enrollment Specialists We are currently hiring both Entry Level and Licensed Insurance Enrollment Specialists to help the families who have requested our assistance We offer industry leading compensation which is commission only support and advancement opportunities to attract retain and develop quality people into highly trained specialists that are growing with our company for the long term Do you qualify Are you coachable Are you a hard worker who is eager to learn how to be a high value pro Are you willing to grow and challenge yourself personally and professionally to be able to add value and make a great income for your work Are you self disciplined so you can get the most out of a flexible schedule Are you ready We put the future back in your hands by empowering you to get the most out of your career You will learn how to give the most to it while keeping your family life central If you answered yes to all these questions and are ready to get trained get paid and most importantly GET FREEDOM apply now to schedule an interview with one of our Regional Sales Managers within 24 48 hours Responsibilities Operate CRM Dial clients that have reached out to us for protection Requirements Must have an active life insurance license or be willing to obtain one The McLean Agency Regional Sales Manager No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work SFG0026845
    $53k-71k yearly est. 60d+ ago
  • Associate Development Manager

    New York Life 4.5company rating

    Charlotte, NC job

    The Associate Development Manager (ADM) plays a critical role in supporting agent success across our General Offices while preparing for future leadership as a Development Manager. This position is designed for high-potential professionals seeking a structured, hands-on opportunity to build expertise in agent development, performance enablement, and field operations. Working in close partnership with Senior Development Leaders, the ADM contributes to onboarding, coaching, and training efforts focused on new and early-career agents. The role emphasizes strategic support, operational coordination, and the cultivation of leadership capabilities in preparation for broader management responsibilities. What You'll Do: * Deliver targeted support to early-stage agents, with a focus on onboarding, activation, and early performance milestones * Implement development activities, including skill-building sessions, planning conversations, and agent engagement initiatives * Partner with Development Managers on curriculum planning and agent communication * Manage NYLIC University scheduling, communications, and learning progress * Engage in performance insights, reporting, and agent development to make sure we are implementing the best practices to drive results * Build working knowledge of key systems and platforms (GuideMe, Sales Central, Marketing Central, Dialogue, etc.) * Contribute to office-wide initiatives such as national campaigns, Extra Days, and planning forum. * Participate in development planning meetings and strategic sessions with GO leaders What You'll Bring: * A proven field leader (Executive Council or higher preferred) with strong potential for leadership * Licensed with SIE, Series 6 & 63, and state Life and Health licenses * A strong communicator and collaborator who thrives in a structured learning environment * Adaptable, resourceful, and eager to contribute to the development of others * Bachelor's degree preferred Pay Transparency Salary Range: $65,000-$75,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92826
    $65k-75k yearly 29d ago
  • Entry Level Financial Advisor

    New York Life 4.5company rating

    Charlotte, NC job

    Job DescriptionGrow with us! We are a Fortune 100 Company looking to grow our team of Financial Professionals in the Charlotte area. Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests. New York Life is dedicated to prudent financial management, high quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, bonds, and over 13,000 mutual funds. We are want motivated self - starters who would like to: Manage their own work schedule and establish an attractive work/life balance. Build their career with significant income potential. Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets Experience a lifetime of learning and professional development. Enjoy recognition and rewards for their financial achievements. Qualifications Associate's Degree or Bachelor's DegreeOrganized, detail-oriented and excellent time management skills. Ambitious, disciplined, leaders who demonstrate the utmost professionalism Relationship building and networking abilities, exemplary interpersonal skills Coachable and the ability to work in a team based environmentJ. D. (attorney) or M. B. A. a STRONG plus and potentially eligible for Fast-Track Partner program Sales experience not required but a plus FINRA Series 6, 7, 63, 65, or 66 a plus (company will pay for sponsorship) Life & Health Insurance License not required (company will pay for sponsorship) Financial Industry background a plus however, financial or insurance sales experience not required Personal Transportation will be required for this position Must be U. S. Citizen or Permanent resident Training, Support, and Compensation: New York Life offers a comprehensive three-year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who will assist you in developing a clientele and grow. We offer a competitive compensation package with significant income potential that includes full benefits (medical, dental, disability, and group life insurance), a 401(k), and pension plan. Company Description: New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. By maintaining superior financial strength, we protect our client's future and are dedicated to prudent financial management, high quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, bonds, and over 13,000 mutual funds. At New York Life You will be in business for yourself but never by yourself.
    $69k-113k yearly est. 28d ago
  • Experienced Financial Services/ Insurance Professional/ Registered Representative

    New York Life 4.5company rating

    Wilmington, NC job

    Job DescriptionJoin our dependable team. Do you enjoy helping clients identify and achieve their financial goals? Through New York Life, Eagle Strategies, and NYLIFE Securities, our Financial Professionals offer an array of financial products and services as well as exceptional service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, specials needs planning, legacy, and estate planning. We are dedicated to your success. At New York Life, we offer a comprehensive three-year training program, marketing support, and prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. We also provide the resources and stability you would expect from a Fortune 100 company. What makes a good fit? We look for motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. Do you possess uncompromising integrity and ability to communicate complex ideas? Do you have the ability to successfully network and prospect for new clients? If so, we hope you will join us. Run your own practice with the support of New York Life New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U. S. life insurer by each of the four major rating companies: A. M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA). For 65 Consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Mission statement and values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. About New York Life As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients' interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U. S. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We've seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we'll always be there for our policy owners and for future generations. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity. SMRU 1827566 7/1/2020
    $39k-48k yearly est. 18d ago
  • LIFE INSURANCE BROKER - REMOTE

    Asurea Insurance Services 4.6company rating

    Remote or Charlotte, NC job

    Organization Description No Cold Calling Unique Sales Opportunity We are looking for a team player self starter entrepreneur and coach who has a strong commitment to values dedication to serving and immense desire to succeed Both full and part time sales and team management positions are available Job Details Full Time or Part Time Commission ONLY This is a special position for licensed life insurance agents that have experience and can speak to clients who have scheduled an appointment to speak with you We Train You Great training upfront with no Micro managing Great clientele base that is ready for purchase and has set an appointment to discuss Responsibilities Provide excellent customer service Generate quotes for new customers and use e apps to submit new business Generate new business through our leads and referrals Cross sell existing customers with other agency products Process payments and service pre existing policies Follow A Sales Process Designed To Make Closing SimpleRequirements A Life Insurance License with at least one year of experience preferred Excellent customer service skills Strong interpersonal written and verbal communication skills Must be motivated and must be able to control your own schedule No quotas You must have E&O coverage MUST BE LOCATED IN THE UNITED STATESIf you are a good fit you will be exposed to a new way of doing business where the clients ask to be contacted because Asurea invests in its agents Imagine having customers who have scheduled an appointment to speak with you exclusively every day to discuss a product purchase Our new agents instantly begin receiving income using our proprietary sales and training methods If you have a great work ethic are ready to go to work right away can work remotely follow simple instructions on how our agents are making sales every day and have the basic resources to do so then we are interested in speaking with you If you are interested you will be expected to schedule a phone interview as soon as you apply and be on time for that appointment Once you apply you will receive an email and a text with instructions as to what we want you to do before you click on the link to schedule your phone interview Please click this link to schedule an interview httpscalendlycomasurea northlosangeles15min We normally fill our positions within 48 hours of posting so if you feel this is for you please apply now I look forward to our call Christina Manzano Staffing Program Coordinator httpsmanzanomasteragency
    $64k-82k yearly est. 60d+ ago
  • Commercial Insurance Account Manager

    Bankers Insurance 4.5company rating

    Bankers Insurance job in North Carolina or remote

    Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Training & development Vision insurance Wellness resources Summary: The Commercial Insurance Account Executive serves as the strategic liaison with the Sales Executive and client to provide a high level of consultative and expert advice to key clients. The position requires a significant degree of independent judgment and decision making. Minimally, the CI Account Executive will be responsible for revenue of at least $550,000. Essential Duties and Responsibilities: Independently manage a book of business of key clients and serve as a subject matter expert/advisor for all aspects of managing the accounts of assigned clients. Possess superior product knowledge and know specific products offered by the agency's carriers. Keep up to date on insurance policy forms, coverage, rates, and underwriting appetite for insurance companies through bulletins and online communications. Expertly explain policy coverages and recommend additions/changes to client's insurance programs. Promptly respond to policy coverage related questions. Investigate and resolve issues of significance for client Handle elevated complaints from clients Prepare and deliver stewardship reports to include risk mitigation efforts such as claims analysis and loss trends; experience mod analysis and trends; and other information to help with predictive modeling. Oversee the renewal process and coordinate setting strategy with the client, Sales Executive, and Marketing. Ensure timely renewal of all policies. Direct client service requests to the Account Manager, to include the issuance of proofs of insurance and processing of change requests, in accordance with agency guidelines, workflows and standards. Identify opportunities to cross-sell and up-sell in partnership with the Sales Executive by determining which products best meet clients' needs Maintain client files within the agency management system for file documentation according to established workflow and procedures. Participate in interviewing and hiring decisions Participate in seminars and other training and continuing education sessions to maintain required licenses and designations, skill and leadership development, and those aimed at avoiding potential errors and omissions situations. Core Competencies: Be able to perform all essential duties and responsibilities of the position with minimal supervision. Be a team player and display resourcefulness to find win-win solutions for our clients, insurance companies, and agency. Set a high standard for client service. Effectively communicate with clients, Sales Executives, underwriters, and other team members in a concise and articulate manner. Be a good listener. Be able to independently conduct business analysis and interpret reports. Possess ability to professionally deal with conflict and resolve problems. Exhibit a personal commitment to continuous professional development including insurance knowledge and risk management skills. Education/Experience: P&C license required Proficient in Microsoft Office Suite with experience working in an agency management system preferred. Demonstrate expertise in coverages, underwriting, rating and risk management. Demonstrate in-depth knowledge of commercial insurance policy coverage to effectively manage, service, and retain clients. A proficient knowledge of insurance markets is essential. Possess the ability to identify insurance coverage gaps and make recommendations for additional policies when appropriate. High School Diploma; College Degree Preferred in addition to 10+ year's insurance agency experience. We understand the importance of providing comprehensive and competitive benefits that support the well-being and financial security of our valued employees. Some benefit highlights are: Bearing offers medical, dental, vision with premiums between /pay period. Many employee paid benefits with option to buy up: STD, LTD, Life Insurance 4.5% 401k company match Wellness Incentives Free memberships to wellness programs. Other benefits offerings include HSAs, FSAs, accident, critical care, hospital indemnity, pet insurance, and legal assistance. Flexible work from home options available. Compensation: $40,000.00 - $70,000.00 per year YOUR FUTURE as an Independent Insurance Agent Starts Here If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIANC member agency is a great career choice! IIANC's members are Trusted Choice independent insurance agencies located all across North Carolina. You'll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you! With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you? This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
    $40k-70k yearly Auto-Apply 42d ago
  • Entry Level - Sales Agent

    Geico 4.1company rating

    Rex, NC job

    At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose. When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Come be the best sales agent. Work hard get rewarded.
    $32k-47k yearly est. Auto-Apply 27d ago
  • Personal Insurance Account Manager

    Bankers Insurance 4.5company rating

    Bankers Insurance job in North Carolina or remote

    Summary: The Personal Insurance Account Manager is responsible for proficiently assisting our clients with service and risk management needs in accordance with agency standards and workflows. Essential Duties and Responsibilities: Provide No Excuse Client Service to assigned accounts. Perform customer service and account management responsibilities which include resolving issues related to billing, making changes to the policies and responding to policy coverage related questions in a timely and professional manner in accordance with agency standards and workflows. Perform renewal review process in accordance with our client tiers, agency standards and workflows. Responsible for sales of personal insurance products to existing clients. Determine reasons for requests for cancellations and act to save accounts in accordance with agency standards and workflows. Maintain client files on computer system and use computer system to perform all transactions by keeping up-to-date on agency automation. Maintain proper level of communication and build effective relationships with clients and companies. Keep up-to-date on company web-sites, rates, forms and coverage changes through e-mails and webinars in order to quote, make changes, and cancellations as necessary. Perform all activities relating to the public, clients and companies to avoid issues involving potential errors and omissions. Participate in seminars and other training to maintain required licenses and for knowledge, skill and leadership development. Perform other duties as requested. Flexible work from home options available. Compensation: $40,000.00 - $52,000.00 per year YOUR FUTURE as an Independent Insurance Agent Starts Here If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIANC member agency is a great career choice! IIANC's members are Trusted Choice independent insurance agencies located all across North Carolina. You'll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you! With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you? This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
    $40k-52k yearly Auto-Apply 60d+ ago

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