Insurance Sales

Insurance Sales Finance Jobs

35 jobs found

Today

Sales Development Representative - Finance

Mutual of Omaha Advisors Richmond, VA

Richmond, VA

Today

Up to $96k/yr Full time Business Development Client Outreach Client Prospecting

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Job Description

Build a holistic client practice through Mutual of Omaha Advisors’ Accelerator Program, transitioning from a trainee into a Financial Representative role.

Responsibilities

Complete a comprehensive training program to develop skills needed to deliver holistic financial advice to clients.
Participate in classroom discussions, goal-setting sessions, and progress evaluation meetings.
Gain hands-on direct sales experience by marketing Individual Insurance products to clients.
Work through a sales process competency test as part of the training experience.
Develop and maintain prospecting capability through research, targeting, networking, communication, and related activities.
Use personal networks, community events, and social media to support ongoing prospecting.
Build detailed product knowledge and demonstrate expertise in product features and benefits.
Coordinate the completion of content, proposals, and paperwork flow across field and Home Office teams to support a seamless application and underwriting process.

Requirements

Successfully meet all trainee program requirements to build the skills and knowledge needed to excel.
Obtain required insurance licenses before starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and on an ongoing basis.
Complete securities licensing within 24 months of entry into the program.
Be highly self-motivated and results-oriented, with the ability to work independently and as part of a team.
Maintain a valid U.S. driver’s license and have reliable transportation for meetings and appointments.
Applicants must not now, nor at any point in the future, require sponsorship for employment.

Preferred

Knowledge of the Insurance/Financial Services industry, including products and marketing practices.
Bachelor’s degree or equivalent preferred but not required.

Compensation

Up to $96,000/year

Benefits

Hourly wage: $16/hour during the training period (up to 30 days).
$1,000 bonus after successful completion of the trainee period and promotion to a Financial Representative.
After trainee period: promotion to a Financial Representative role with an annual base plus unlimited monthly sales incentive.
401(k): 2% company contribution and 6% company match.
Dental insurance
Health insurance
Vision insurance
Regular associates working 40 hours per week may earn up to 15 days of vacation each year (prorated personal time added for use at discretion).
Education-based Accelerator Program designed to transition you into an independent Financial Advisor.

Work Location

In person
Richmond, VA (onsite)

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2d ago

Financial Services Professional

New York Life Insurance Company & NYLIFE Securitiess, LLC. Baton Rouge, LA

Baton Rouge, LA

2d ago

$74k - $130k/yr Full time Advisor Benefits Administration Business Development

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Job Description

New York Life Insurance Company & NYLIFE Securitiess, LLC. is seeking a dedicated Financial Services Professional to deliver client-focused guidance, support insurance and retirement planning, and drive new business through outside sales activities.

Responsibilities

Build and maintain client relationships through effective communication and strong customer service
Review clients’ financial situations and develop tailored solutions aligned to their needs
Support clients with benefits administration, insurance sales, and retirement planning
Perform outside sales activities to expand the client base and promote financial products
Work with team members to improve service delivery and increase client satisfaction
Provide warm, professional service for onboarding new clients and maintaining existing clients, including booking appointments, responding to inquiries, addressing insurance eligibility, and answering questions related to insurance policies, billing, and claim submissions
Assess new customer insurance needs by identifying risk, goals, current coverage, and financial situation through scheduled meetings to ensure a personalized experience
Grow new business by generating prospective customers and promoting insurance products via networking, referrals, and other marketing strategies
Maintain databases, records, and bookkeeping; keep paperwork up to date

Requirements

Proven experience in retail sales or outside sales, with demonstrated ability to close deals
Strong negotiation skills and ability to advocate effectively for clients
Analytical capability to evaluate financial data and formulate strategic recommendations
Exceptional customer service skills to ensure a positive client experience
Ability to work independently and collaboratively in a fast-paced environment
Self-discipline
Confidence
Resilience
Persistence
Determination
Sales experience details: How many years of sales experience do you have?
Lead generation experience: Do you have experience with lead generation?
Bachelor’s degree (preferred)

Compensation & Employment Details

Job type: Full-time
Salary: USD 74,000 - 130,000 per year
Pay: $74,000.00 - $130,000.00 per year
Work location: In person
Ability to commute: Baton Rouge, LA 70808 (Required)

Benefits

401(k)
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Vision insurance

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3d ago

Licensed Life Insurance Agent/Financial Consultant

Armed Forces Benefits Network Lakewood, WA

Lakewood, WA

3d ago

$65k - $85k/yr Full time Advisor Client Relations Financial Advisor

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Job Description

Armed Forces Benefits Network supports licensed professionals with a flexible schedule, free leads, and a sales approach designed to keep your time focused. This hybrid role in Lakewood, WA pairs commission-based earnings with pre-scheduled, face-to-face appointments and a clear path to management for strong performers.

What you will do

Conduct face-to-face appointments in your local area, with no travel required
Work 25–40 hours per week, primarily afternoons and evenings
Use confident conversation to build relationships
Use free leads provided to support your appointment schedule

How your pay works

This is a commission role with monthly production bonuses. Compensation ranges from $65,000 to $85,000 per year.

What we need from you

Life Insurance License required. If you do not have one, you must obtain it at time of hire
Ability to get on JBLM. Base access is required for this position
Location: Lakewood, WA 98498 (Preferred)

Schedule and working model

Hybrid remote in Lakewood, WA 98498
Hours: 25–40 hours per week, primarily afternoons and evenings

What makes someone successful here

Confident conversational style and interest in building relationships
Strong time management and a self-directed work approach
Goal-oriented mindset with income tied to output
No prior sales or insurance experience required; training is provided

Role snapshot: Competitive, simplified-issue products, free leads, local face-to-face appointments, commission-based pay, and a clear path to management.

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3d ago

Financial Services Professional

New York Life Melville, NY

Melville, NY

3d ago

$82k - $125k/yr Full time Advisor Client Relations Client Service

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Job Description

New York Life is hiring a Financial Services Professional in Melville, NY to help policyholders design risk management and insurance plans aligned to their financial priorities.

Partner with policyholders to develop and deliver risk management strategies tailored to individual profiles
Listen to new and potential clients to assess priorities and finances
Recommend suitable insurance plan options that meet each client’s insurance needs
Execute sales strategies and tactics proven effective in maintaining and growing existing customer portfolios with loyal, long-term clients
Continue education on evolving insurance industry protocols
Monitor insurance claims and support customers to satisfaction

Requirements

Excellent communication, customer service, analytical, and interpersonal skills
Some experience with accounting or sales lead software is beneficial
Phone skills
Enjoy prospecting and meeting new people
Entrepreneurial Role

Accelerated Path to Management Program

Training in marketing, business development, and customer relationship management
Tools and resources to support career growth
Management-focused training and access to career tools
Personalized coaching from dedicated training professionals
Ability to obtain industry professional designations
Industry designation costs subsidized in the first two full-time contract years, with additional funds available if qualified during training and business growth
Sales incentives and professional-development trips for top-performing insurance agents
Experts on hand to answer questions
Suite of digital sales, prospecting, and marketing tools using web, social, and email content to attract and retain clients
Opportunity to specialize through the investment advisory division (Eagle Strategies LLC) to offer wealth management and advisory services, estate planning strategies, and business solutions

What We Offer

Training and development
Digital tools
Products and solutions
Range of offerings including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency

Benefits

Health insurance
Dental insurance
Vision insurance
Life and disability insurance
401(k) and pension
401(k) matching
Extensive training program
Training allowance & stipend if you qualify
Council Trips
Sales incentives and professional-development trips for top-performing insurance agents
Flexible schedule
Paid time off

Compensation

Commission-based compensation
In 2023, average income for agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359
Income determined by individual agent performance
Additional details available: https://www.newyorklife.com/careers/financial-professionals/ income-and-benefits

Average Compensation Range

Year 1: $85,000-$132,000
Year 3: $109,000-$205,000
Year 5: $132,000-$287,000
Year 10: $239,000-$500,000

Awards & Accolades

A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody’s)
AA+ Very Strong (Standard & Poor’s)

How You’ll Be Paid

Commission
Training Allowance
Expense Allowance
First Year Stipend
Renewals/Trails
Bonuses

Job Details

Job type: Full-time
Pay: $82,177.00-$125,000.00 per year
Work location: In person
Ability to commute: Melville, NY 11747 (Required)
Ability to relocate: Melville, NY 11747 (Required)

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3d ago

Financial Services Representative

New York Life & NYLIFE Securities LLC Valencia, CA

Valencia, CA

3d ago

$50k - $226k/yr Full time Client Relations Client Service Financial Planning

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Job Description

New York Life & NYLIFE Securities LLC is hiring a Financial Services Representative for a hybrid role based in Valencia, CA. In this position, you partner with clients to support retirement planning, college funding, life insurance needs, and investment strategies, while also helping drive business through planning, marketing, and client prospecting.

You will work through training from New York Life to build product knowledge and professional skills, then apply that knowledge to present appropriate solutions. Depending on your goals, the role offers an option to obtain licenses needed to sell investments and other securities products related to wealth management and advanced planning.

What you’ll do

Develop and implement business and marketing plans
Prospect for potential clients to discuss their financial needs and concerns
Present potential solutions using the company’s suite of products and services
Grow professional skills and knowledge through the New York Life training curriculum

What you’ll need

Location: Valencia, CA 91355 (required)
Relocation before starting work (required)
W2 position with full benefits
Optional licenses are sponsored and paid for by the company

Compensation and pay

Pay range: $50,000.00 to $226,000.00 per year
First-year average in this branch: $76,000 to $80,000/year
Third-year average in this branch: $151,733/year
Compensation includes both fixed and variable components

Benefits

401(k) and 401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Paid training
Parental leave
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Licensing and sales conditions

Optional licenses may be obtained to sell investments and other securities products related to wealth management and advanced planning
Variable products can only be sold by registered representatives holding the appropriate securities licenses

Job type: Full-time. Work setup: Hybrid remote in Valencia, CA 91355. Management opportunities: Management opportunities are available.

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4d ago

Licensed Life Insurance Agent/Financial Consultant

Armed Forces Benefits Network Colorado Springs, CO

Colorado Springs, CO

4d ago

$65k - $85k/yr Full time Advisor Client Relations Client Service

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Job Description

The Licensed Life Insurance Agent/Financial Consultant role supports clients through face-to-face consultations in the Colorado Springs area using pre-scheduled appointments and commission-based compensation. The position includes a structured local sales model and a defined path to management for strong performers.

Location and Work Model

Location: Colorado Springs, CO 80910
Work arrangement: Hybrid (remote not indicated)
Base access requirement: Are you able to get on Fort Carson? Base access is required for this role

Compensation

Pay type: Commission
Salary range: USD 65,000 - 85,000 per year

Schedule

Hours per week: 25–40 hours
Typical availability: primarily afternoons and evenings

Key Responsibilities

Conduct face-to-face appointments within the local area; no travel required
Serve a defined niche market with pre-scheduled appointments
Provide coverage and guidance using competitive, simplified-issue products
Operate without cold calls and without door-to-door sales
Utilize free leads provided for the role
Participate in a clear path to management for strong performers

Required Skills and Qualifications

Hold a Life Insurance License (or obtain it at time of hire)
Be confident in conversation and enjoy building relationships
Demonstrate strong time management and self-direction
Be goal-oriented and interested in income tied to output
No prior sales or insurance experience required; training is provided
Must be able to get on Fort Carson; base access is required
Ability to commute: Colorado Springs, CO 80910 (required)

Benefits

Flexible schedule

Licensing

Life Insurance License: required; if not currently held, must be obtained at time of hire

Job Type and Remote Status

Job type: Commission
Remote: No

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6d ago

Financial Professional

New York Life Insurance Company & NYLIFE Securitiess, LLC. Charleston, SC

Charleston, SC

6d ago

$60k - $120k/yr Full time Advisor Client Relations Client Service

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Job Description

Financial Professional role in Charleston, SC with hybrid remote options, focused on building client relationships and delivering tailored financial guidance.

Develop relationships with individuals, families, and businesses across the Charleston area
Deliver customized financial guidance using insurance, investment, and retirement planning strategies
Prospect for new clients through networking, referrals, and community engagement
Maintain long-term client relationships and conduct ongoing financial reviews

Requirements

Entrepreneurial mindset with a coachable and motivated approach
Strong communication and relationship-building skills
Bachelor’s degree preferred (not required)
Ability to obtain state licenses in Life, Health, and Securities (training provided)
Must be authorized to work in the United States (U.S. citizenship or permanent residency required)
Background check required