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About the Role
As an Insurance Agent, you will be responsible for building relationships, generating referrals, closing business, and protecting families. You will work closely with credit unions and community partners while developing a strong personal book of business within a high-performing team environment.
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 persistent in facing challenges
- Positive, winning attitude
Skills
- Sales
- Relationship-building
- Communication
- Time management
- Organizational skills
Location
- NYC
Work Type
- Full-time
Experience Level
- Entry-level
- Mid-level
Education Level
- High school diploma or equivalent
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
- The Family Security Plan has been changing lives for over 50 years by partnering with credit unions to provide affordable insurance and financial education to underserved communities.
- We focus on developing top performers, celebrating successes, and fostering a culture of ambition, integrity, and teamwork.
- Our agents receive warm leads through credit union partnerships, world-class training, and opportunities for income and career growth.