Financial Services Professional

Posted 16 days agoDescriptionNew York Life's mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Entry-level and experienced financial professionals with banking, insurance, and/or investment experience are encouraged to apply.Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.ResponsibilitiesCreate customized financial plans using the products and services we offer based on each client’s potential life and financial needs.Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives.Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.QualificationsCurrent insurance and/or investment licenses are a plus.Required to effectively network to identify potential new clients.Relationship management skills are required.Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required.Compensation$80,000 - $150,000 yearly.New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career.Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path.

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