Insurance Agent

NYL - Lance Gillman
Surprise, AZ

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today! Responsibilities:

  • Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
  • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
  • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
  • Create tailored risk management strategies directly with clients that align with their risk profiles
  • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
  • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses.
  • This is not just a sales job—it’s a career with purpose and opportunity.
  • You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college.
  • As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
Qualifications:
  • Insurance license required
  • Excellent communication, customer service, analytical, and interpersonal skills are necessary
  • Some computer skills with ability to use Microsoft Office is required
  • High school diploma mandatory; four-year undergraduate degree strongly preferred
  • Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
You need to be a leader who has the following traits:
  • Competitive
  • Enterprising
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic
About Company: As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include: A promise to work with you to build a strong financial future for both you and your clients#73 on Fortune 100 in 2020A leading company with many agents qualifying for MDRT 2 year after yearHighest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19Full benefits when hired and 3 separate pensionsNew York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity Lance Gillman, Senior Partner, New York Life

Posted 2025-10-27

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