Description
At New York Life, we empower you to help others achieve financial security while building your own rewarding career. As a Financial Professional, you’ll have the chance to offer a diverse range of financial products and services, helping clients create strong financial foundations and reach their goals. You’ll be joining a team known for its integrity and commitment to doing the right thing, serving clients with both confidence and humility.
We provide an extensive three-year training program, marketing support, and technical assistance to set you up for success. You’ll work alongside experienced agents and managers who will guide you in developing clientele. Our resources and ongoing support reflect our dedication to your growth and development. Be part of a respected team with a rich history of excellence, and let’s build a brighter future together. Join us, and make a positive impact while advancing your career in the financial services industry.
Responsibilities
- Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
- Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
- Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
- Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
- Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
Qualifications
- Required to effectively network to identify potential new clients
- Strong relationship management skills and/or experience required
- Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
Compensation
$75,000 – $125,000 yearly
About New York Life – John Judkins
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.
Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal, and business planning.
New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation
