Insurance Agent Financial Professional, Training Provided

Job overview

The Insurance Agent Financial Professional role is onsite in Lake Charles, LA, with applicants expected to live in the area or commute to the territory. Expected earnings at plan are $89,000–$120,000 per year and are performance-based. New York Life describes its mission as helping individuals, families, and businesses achieve financial security and protection. The role develops personalized insurance and financial solutions by assessing client needs, recommending products, building relationships, and generating new business. Training, licensing support, and company tools help the agent build a client base and grow professionally.

What you'll do

• Meet with individuals and families to evaluate insurance and financial protection needs
• recommend life insurance and related financial solutions based on client goals
• build and maintain long-term client relationships
• generate new business through networking, referrals, and outreach
• maintain client records and documentation
• assist clients with policy questions, service requests, and claims processes
• stay informed about products and industry trends.

What we're looking for

Skills & competencies

insurance agent

financial professional

life insurance

client relationships

financial protection

sales

training provided

lake charles la

new york life

$89k–$120k expected earnings

licensing support

performance-based

Work arrangement

• Weekend coverage required

Benefits & perks

• Health and retirement benefits, no-cost licenses, professional training and development, field consultants and mentorship, home-office support, digital sales and marketing tools, conferences, and advancement opportunities.

Why this role

Training and licensing support are provided, and licenses are offered at no cost. Previous sales or customer-service experience is preferred but not required; licensing assistance is available for qualified candidates with an active Life and Health insurance license.

About the employer

New York Life is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.