Financial Service Professional
3 weeks ago
Apply today to embark on a rewarding career in a stable, industry-leading company that prioritizes doing right by its clients At New York Life, we are looking for a self-disciplined, highly motivated new team member who is interested in helping clients achieve their financial goals and building a great career as a life insurance agent in the process. You will leverage our expansive line of products to develop financial strategies customized for each individual, family, and business you serve. Join us today
Challenging, interesting work that will motivate you every day-that's what we can offer you. Being an insurance and financial professional at New York Life is more than a profession; it's an opportunity to shape your own future.
You'll receive some of the best training in the industry, and have the chance to take control of your career with the guidance and support of one of the most respected names in the business. Let's face it. Work today is driven by change, and success depends on your ability to adapt to new technologies, consumer trends, and ways of doing business. You've got to be ready to meet new challenges and work hard, but if you're ambitious and focused, the rewards are definitely worth it.
These are the traits you'll need: Self-discipline, Resilience, Persistence, Determination, Coachability.
Leveraging everything that New York Life offers you sets you up for success as an agent and puts you on track toward a fulfilling career.
- Licenses provided at no cost to you
- Professional training
- Expert field consultants
- Dedicated New York Life Home-Office support
- Digital sales and marketing tools
- Company and industry conferences
- Industry-leading Benefits package
- Opportunities to move into leadership and management
Responsibilities
•Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
•Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
•Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
•Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
•Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
Qualifications
•Current insurance and/or investment licenses are a plus
•Must possess uncompromising integrity and the ability to communicate complex ideas
•Required to effectively network to identify potential new clients
•Must have effective relationship management skills
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