Financial Professional
3 weeks ago
Are you a leader who has the following traits?
• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic
If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of
families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune
100 company that is a leader in the financial services industry, New York Life will invest in you
from the start, training you in valuable skills such as marketing, customer relationship management
(CRM) and communication, and providing you with a development team and sales support to guide your success.
What we’re looking for...
We’re looking for people who want to make a lasting impact on the financial well-being of
individuals, families, and small businesses. This is not just a sales job—it’s a career with
purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate
challenges that many of them find complex and confusing, such as preparing for retirement and
saving for college. As an insurance agent, you will have the opportunity to see the positive impact
of your work for years to come. You will grow personally and professionally along with your
clients.
What we offer...
Training and development
We’ll equip and train you with a multifaceted approach that includes an industry-leading learning
platform, personalized coaching from dedicated training professionals, and the ability to obtain
industry professional designations. We are so committed to training that we’ll subsidize it in your
first two years, providing you with additional funds to help keep you on your feet while you
complete our training program and grow your business. You’ll also get rewarded and acknowledged
with sales incentives and professional-development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed
day-to-day, including experts on hand to answer your questions and a suite of digital sales,
prospecting, and marketing tools that will help you attract and retain your clients with web,
social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life
insurance, annuities, long-term care insurance, disability income insurance, and investment
products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of
FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with
your clients can help them and their families achieve their financial goals. You’ll also be able to
specialize and gain expertise in different areas, such as by becoming a financial advisor with
Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory
services,2 estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you’re joining a strong team with peer-to-peer support options like
study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
$91,750 at plan
Responsibilities:- Improve your professional skills and knowledge through the New York Life training curriculum
- Ensure effective insurance, retirement, and business planning education through an array of service offerings including high-quality insurance, fixed annuities, long-term care insurance, securities, investments, and more
- Create and implement business and marketing plans that will expand your client base
- Discuss financial concerns and needs with potential clients identified during the prospecting process
- Present an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goals
- Strong values of integrity are a must
- Growth mindset and sales experience strongly preferred
- Savvy business sense required
- Articulate complicated concepts using superb written and verbal communication skills
- Must be able to engage your community and tap personal networks to identify contacts
About New York Life...
As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.
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