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About the Role
As an Insurance Agent, you’ll be on the front lines of our growth — building relationships, generating referrals, closing business, and protecting families. You’ll work closely with credit unions and community partners while developing a strong personal book of business. You won’t be doing this alone — you’ll join a high-performing team of driven professionals with leadership support and a proven system for success.
Responsibilities
- Engage credit union members and community partners to offer insurance solutions
- Build and maintain strong referral networks
- Generate new SEG/business opportunities (minimum 1 per month)
- Identify client needs and recommend customized insurance protection
- Close sales efficiently and accurately
- Partner with credit union branch managers to maximize opportunities
- Complete training, sales courses, and ongoing education
- Maintain accurate reporting, applications, and documentation
- Participate in weekly and monthly sales meetings
- Represent and live our core values: Caring, Drive, Resilience, Integrity, and Passion
Requirements
- Proven sales success (insurance experience a plus)
- Insurance license or willingness to obtain one
- Strong communication and relationship-building skills
- Tech-savvy with reliable internet access
- Excellent time management and organizational skills
- Willingness to travel to worksites as needed
- A professional, ethical, and customer-first mindset
- Hungry, goal-oriented, and competitive
- Desire for unlimited earning potential
- Coachable and eager to learn
- Ability to thrive in a fast-paced, relationship-driven environment
- High integrity and genuine desire to help others
- Resilient and not backing down from challenges
- Positive, winning attitude
Skills
- Sales
- Insurance
- Communication
- Relationship-building
- Time management
- Organization
Location
- NYC
Work Type
- Full-time
Experience Level
- Entry-level
Salary/Compensations
- $50,000 base salary + uncapped commission
Benefits
- Incentives
- Bonuses
- Profit sharing
- Paid holidays
- Paid time off
- Exotic award trips
- Excellent benefits package
- Paid training
- Ongoing development
About the Company
- At The Family Security Plan®, we do more than sell insurance — we change lives.
- For over 50 years, we’ve partnered with credit unions to bring affordable insurance and financial education to underserved communities.
- We believe in developing top performers, celebrating wins, and creating a culture where ambition, integrity, and teamwork thrive.
- Our agents are supported with warm leads through credit union partnerships, world-class training, and real opportunities to grow their income and career.