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PFP Services · 1 day ago

Insurance Agent

Manhattan, NY

Full-time

Hybrid

Entry, Mid Level

$80K/yr - $120K/yr

PFP Services is seeking an Insurance Agent to expand their reach by cultivating and closing new sales opportunities. The role involves generating leads through credit union partnerships and building long-term relationships with clients while driving growth with a positive attitude.

BankingFinancial ServicesHealth InsuranceInsuranceLife Insurance

Growth Opportunities

Hiring Manager

Alyssa Schneider

Responsibilities

Cultivating and closing new sales opportunities

Generating warm leads through credit union partnerships

Building long-term relationships with clients and referral sources

Driving growth with your talent, grit, and winning attitude

Engaging credit union members and offering tailored insurance solutions

Building and nurturing strong business relationships

Generating referrals and closing deals

Maintaining licensure and completing ongoing training

Collaborating with internal teams and credit union partners

Crushing goals and celebrating wins — every single week

Qualification

Sales experienceInsurance licensingCommunicationTime managementTech-savvyPeople-centricCoachableResilientGoal-oriented

Required

Proven success in sales

Insurance experience or licensing (or willingness to get licensed)

Excellent communicator (written + verbal)

Reliable transportation and flexible travel within NYC

Self-starter mindset with strong time management

Preferred

Ambitious & Goal-Oriented – You love a challenge and hate to lose

Resilient & Positive – You bounce back and bring the energy

Tech-Savvy & Organized – You work smarter, not harder

People-Centric – You know how to listen, connect, and close

Coachable & Hungry – You take feedback and run with it

Benefits

Exotic Award Trips — Because your success deserves a first-class celebration

Paid Training — We set you up to succeed

Paid Time Off & Holidays — Balance is key

Full Benefits Package — Health, dental, vision & more

Career Advancement Opportunities — Grow fast with a company that’s scaling

Company

PFP Services

PFP has been providing credit union families and friends with high-quality, affordable insurance protection since 1973 and has grown to serve hundreds of credit unions throughout the country.

Founded in 1973

Orange, Connecticut, USA

201-500 employees

https://familysecurityplan.com/

Funding

Current Stage

Growth Stage

Leadership Team

Stanley Sussman

Co-Founder

Joseph Herzog

Senior Vice President/Chief Financial Officer

Company data provided by crunchbase