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What Makes Erica Takach a Successful Insurance Partner


o be in the life insurance business, you have to be

coachable,” says Erica Takach, a Partner at the Chicago North Shore General Office. Born in Duncannon, PA, Erica attended Central Michigan University on a full athletic scholarship. Her athletic mindset and innate drive helped her make Executive Council (New York Life recognition council--members of the Executive Council are among the most successful of New York Life’s sales force of 11,900 licensed agents) within her first six months, and become a Partner in 2 years. Erica joined New York Life as an agent in December 2006 with the expressed intent to become a manager, which she did in January 2009, when she was promoted to Partner. As a partner she is responsible for several people and she is focused on recruiting and cultivating agents. And now she’s working on her future goals-- becoming a Senior Partner and then a Managing Partner of her own office.

From retail executive to insurance After graduating college, Erica was an executive at a large retailer and quickly realized that few opportunities existed for upward mobility. She confided in a coworker whose husband was a recruiter for New York Life. Before she knew it, she was on her way to becoming an insurance agent. “When I joined New York Life, I loved that the company had a clear path for advancement. As long as I met the defined goals, I could keep moving up. I knew this was a company for me,” emphasized Erica.

She attributes her success to her competitive mindset. “In everything I do, I want to be the best, and I will work hard to make sure that I am,” says Erica. “However, I would not be in the place that I am today if it wasn’t for the support and guidance of my manager.” Erica’s hard work, mentoring from her manager and other senior agents, and New York Life’s comprehensive training through NYLIC University helped her become a Partner. She now is building her own team of agents mentoring them to success, and continues her education in management and insurance.


What Makes an Agent Successful? Erica looks for four main qualities in every new agent she hires: coachability, entrepreneurial mindset, competitive nature and outgoing personality. She places a premium on having an entrepreneurial mindset but it is also important to be able to learn the techniques. She has noticed that many younger agents enter this industry with this perspective because they want to establish themselves as successful young professionals.

“I know firsthand that New York Life gives jobseekers the opportunity to build their own business, and they have the backing of this amazingly strong financial institution,” states Erica. “For the right individual this career allows them to create their own success. Having an outgoing personality is important, being able to relate to people, listen and understand their needs. How else are you going to get referrals and leads to continue selling?”

Erica encourages women to remember “that you are in business for yourself, which means that you are in charge of your own success. However, many of the rewards that come from being an agent come from helping families. As an agent, we sell financial security and protection for families. It is empowering to be able to provide this kind of service for a family.”

Why New York Life? For over 166 years, New York Life has provided financial security to families and businesses, and supports the success of its employees. New York Life offers an innovative workplace. New York Life was recognized by Working Mother Magazine as a 2011 Best Company for Multicultural Women and by the National Association for Female Executives (NAFE) to the 2011 NAFE Top 50 Companies for Executive Women list. The Corporate Equality Index placed New York Life on the 2011 Best Places to Work for Lesbian Gay Bisexual Transgender (LGBT) Equality, while Profiles in Diversity Journal gave New York Life the 2011 Diversity Leader Award. Go to and to learn more about what New York Life can do for your career. You can also contact a local New York Life recruiter at an office near you.


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