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You put clients first — not quotas.
You'd rather lose a sale than sell the wrong plan. You read the fine print because they don't have time to. If a client would be better off keeping what they have, you tell them that.
I'm growing a small team of bilingual Medicare and life insurance advisors in New York and New Jersey. Not a call center. Not a churn-and-burn shop. A handful of people who share one belief — that the family across the kitchen table matters more than the commission on the other side of the policy.
The reason I'm recruiting is simple — there are more seniors in our communities who need a real advocate than one person can ever sit with alone. Every week I turn away referrals because the calendar won't stretch further.
I'd rather grow a small team of people I'd trust with my own mother than build a big one of people I wouldn't.
If that sounds slow and inconvenient — it is. It's also the only way I know how to do this work.
I'm looking for the kind of person who, when a client calls confused about a denied claim, doesn't roll their eyes — they pick up the phone and stay on it until someone at the insurance company gives a real answer. If that's you, the rest can be taught.
You'd rather lose a sale than sell the wrong plan. You read the fine print because they don't have time to. If a client would be better off keeping what they have, you tell them that.
You'll explain the same thing three different ways if that's what it takes. You don't hurry a 74-year-old off the phone. You understand that confusion is not a flaw — it's where this work begins.
Half the families who reach out to me would never have called an English-only agent. If you speak Spanish, you already understand why this matters. If you don't, but you care about closing that gap, tell me.
When you say you'll call back Tuesday, you call back Tuesday. When a claim gets denied, you stay with it. The families we serve have been let down by systems their whole life — we don't add to that pile.
Licensed already? Great. New to insurance? Also fine. What matters more is that you're willing to sit beside me on real appointments, take notes, ask the awkward questions, and let me correct the way you handle objections. Ego doesn't fit in this seat.
The best agents I know got into this because someone they loved got burned by a bad broker. If that's part of your story, we'll probably get along. If you just want a commission check, there are easier ways to earn one.
I'm not going to hand you a dialer and a lead list and wish you luck. You'll sit next to me on real client meetings, you'll watch me walk families through their options, and when it's your turn, I'll be in the room until you don't need me to be.
Weekly sit-downs with me, not a training video. You get coached on real situations from your real week — the objection you fumbled, the enrollment you weren't sure about, the family whose story you want help thinking through.
Before you sit with a family alone, you'll have sat in on a dozen of mine. You'll see what to do when someone brings out a shoebox of Medicare letters, what to say when a spouse is skeptical, and how to tell a client honestly that their current plan is fine.
You won't be pushed to sell a plan that doesn't fit a client just because of a contest. We work with Aetna, Anthem, Humana, UnitedHealthcare, EMBLEM, WellCare/Fidelis, and others — so the right plan for the client is always a real option.
Small team means you'll know everyone's name. We help each other with tough cases, we refer when someone's a better fit, and we don't keep score in a way that makes anyone feel small. The goal is to build something we're proud of — together.
Don't have your NY/NJ life & health license yet? If you're the right person, we'll walk you through the study path, the state exam, and the AHIP certification. It takes about 4–6 weeks of focused effort.
If you read this far and nothing in it felt like home — this isn't your seat. That's okay. The wrong fit here hurts the families we're trying to serve, so I'd rather we both know sooner.
This isn't a formal application. It's the start of a conversation. Tell me who you are and why this work calls to you, and I'll reach out personally — usually within one business day — to set up a phone call.