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Financial Consultant

3 months ago

Phoenix, Arizona, United States The Ladders Full time
Our 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.


New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives.

Through the comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals.


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.

About New York Life:
New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S.

life insurer by each of the four major rating companies:
A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)1.

For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world2.

New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance.

New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance

SOURCE:
MDRT as of 7/1/2019

4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see

Responsibilities

  • Make an impact in your community
  • As a Financial Sales Advisor, you'll have the opportunity each day to see how you impact individuals, families, and small businesses for the better
  • You'll help clients navigate challenges that many of them find complex and confusing such as preparing for retirement, saving for college, and other issues that significantly impact their lifestyle
  • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
  • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
  • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
  • 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
  • Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances
  • 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
Qualifications

What is expected of our Agents?

  • The ability to understand the needs and financial concerns of clients
  • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter
  • Promote customized ways for clients to achieve their long-term financial goals
  • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
  • Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of the community over time
  • Must have the ability to successfully network and prospect for new clients
  • Must possess uncompromising integrity and the ability to communicate complex ideas
  • Strong relationship management skills and/or experience required
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