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Financial & Insurance Sales Advisor

Remote, USA Full-time Posted 2026-06-16

An exciting position is open in Jacksonville, FL for a Life Insurance Financial Products Sales Agent! We are looking for a dedicated individual with a strong background in life insurance and financial services sales. Key qualifications include a successful track record of goal achievement and a deep commitment to delivering outstanding customer service. Responsibilities include lead generation, client relationship management, and closing transactions. Exceptional customer service skills are crucial for success in this role. This opportunity is ideal for those enthusiastic about starting a career in life insurance sales and making a meaningful impact! Compensation $65,000 - $80,000 at plan earnings Responsibilities • Develop and maintain strong relationships with new and existing clients in Jacksonville, FL, consistently exceeding sales targets. • Tailor life insurance solutions to meet clients' financial goals after conducting a thorough assessment of their needs. • Enhance the team's knowledge of the insurance and financial services industry through comprehensive training and mentorship programs. • Create individualized long-term financial strategies that reflect clients' financial objectives utilizing your expertise. • Provide support and motivation to team members during challenging times by offering incentives and assistance. Qualifications • A university degree and previous experience in the insurance or finance sectors are mandatory prerequisites for this Life Insurance - Financial Products Sales Agent role based in Jacksonville, FL, US. • The ideal candidate must exhibit a strong enthusiasm for building a successful career within the finance industry. • Exceptional communication abilities and effective leadership skills are indispensable for leading and motivating a team proficiently. • Proactive decision-making capabilities and a confident demeanor are vital characteristics required for this position. • Establishing and nurturing client relationships to aid them in making well-informed financial decisions is a fundamental aspect of this role. • Demonstrating persistence and assertiveness in goal attainment is highly appreciated for this specific opportunity. About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. We have over 170 years of industry success. We offer Hybrid Opportunity • Health/vision/dental • 401k matching • Outstanding company culture • Training/education Some Of Our Accolades Include • A promise to work with you to build a strong financial future for both you and your clients • #67 on Fortune 100 in 2021 • A leading company with many agents qualifying for MDRT2 each year • Highest possible financial strength ratings currently awarded to any life insurer Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). 2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an EOE M/F/Veteran/Disability/Sexual Orientation Apply Job!

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