Financial Service Professional

4 days ago

Uniondale, United States New York Life Insurance Company- Shirn Baptiste Full time

**New York Life Financial Service Professional**

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.

Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.

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

**Compensation**:
$90,000 - $250,000 at plan yearly

**Responsibilities**:

- Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
- 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
- Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
- 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
- Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs

**Qualifications**:

- Ability to successfully network to prospect new potential clients is a must
- Must have effective relationship management skills

**About Company**
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.

At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any life insurer in the United States. We proudly have more MDRT members than any other company and know what it takes to help you be successful.

  • Financial Professional

    4 days ago

    Uniondale, United States New York Life Full time

    At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States 1 and holds the highest financial strength ratings currently awarded to any life insurer in the...

  • Senior Member Service Representative

    2 weeks ago

    Uniondale, New York, United States Jovia Financial Full time

    ** Senior Member Service Representative** **Job Category****:** Direct Member Service **Requisition Number****:** SENIO02274 Showing 1 location **Job Details** **Description** **Say Hello to Working on the Bright Side** We are ***Jovia Financial Credit Union (Formerly NEFCU)***. *Jovia* connects us to the friendliness and ease of doing business with us as...

  • Financial Advisor

    4 weeks ago

    Uniondale, United States CLUTCH CAPITAL MANAGEMENT, LLC Full time

    Job DescriptionJob DescriptionWe are seeking an Independent Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.Independent Financial Advisory position for self starter with a book of business. Preretirement or semiretired professionals are welcome. Series 65 or 66...

  • Customer Service Specialist

    3 weeks ago

    Uniondale, United States Service Experts Full time

    Position Title: Customer Service SpecialistStatus: Full-time, Regular positionCategory: Customer Service/SupportLocation Name: Stan Gelber & Sons Service ExpertsLocation Address: 1079 Front St, Uniondale, NY 11553Schedule: Mon-Fri 10am-7pmJoin the team of experts and realize your true potential!Why You Should Join the Service Experts Team?Our team consists...

  • Customer Service Specialist

    2 weeks ago

    Uniondale, New York, United States Service Experts Full time

    Position Title: Customer Service SpecialistStatus: Full-time, Regular positionCategory: Customer Service/SupportLocation Name: Stan Gelber & Sons Service ExpertsLocation Address: 1079 Front St, Uniondale, NY 11553Schedule: Mon-Fri 10am-7pmJoin the team of experts and realize your true potentialWhy You Should Join the Service Experts Team?Our team consists of...

  • Customer Service Specialist

    15 hours ago

    Uniondale, United States Service Experts Full time

    Position Title: Customer Service Specialist Status : Full-time, Regular position Category : Customer Service/Support Location Name : Stan Gelber & Sons Service Experts Location Address : 1079 Front St, Uniondale, NY 11553 Schedule: Mon-Fri 10am-7pm Join the team of experts and realize your true potential! Why You Should Join the Service Experts Team? Our...

  • Lead ITM Teller

    3 weeks ago

    Uniondale, United States Jovia Financial Credit Union Full time

    Say Hello to Working on the Bright Side We are Jovia Financial Credit Union. Our name evokes a way of joy, a feeling of optimism, trust and "banking on the bright side". We are a new kind of credit union, one that combines service and value with the convenience that today's technologies allow. Our friendliness and energetic spirit make it easy to do business...

  • Entry-Level Sales Consultant

    4 weeks ago

    Uniondale, United States Air Charter Service Full time

    Job DescriptionJob DescriptionCompany DescriptionOUR STORYAir Charter Service was established in 1990 in the basement of our Chairman’s home and today employs over 500 people globally, across 27 offices on six continents. We are not just the largest charter brokerage in the world, but also the largest charter family, holding those same values that started...

  • Associate, Shareholder Services Representative II

    2 weeks ago

    Uniondale, United States BNY Mellon Full time

    Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks...

  • Associate, Shareholder Services Representative II

    1 week ago

    Uniondale, United States BNY Mellon Full time

    Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks...

  • Associate, Shareholder Services Representative II

    3 weeks ago

    Uniondale, United States BNY Mellon Full time

    Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks...

  • Master Electrician

    4 weeks ago

    Uniondale, United States Service Experts Full time

    Position Title: Master ElectricianReports To: General ManagerStatus: Full-time, Regular positionCategory: TechnicianLocation Name: Stan Gelber & Sons Service ExpertsLocation Address: 1079 Front St, Uniondale, NY 11553Join the team of experts and realize your true potential!Why You Should Join the Service Experts Team?Our team consists of the very best; we...

  • Master Electrician

    4 weeks ago

    Uniondale, New York, United States Service Experts Full time

    Position Title: Master ElectricianReports To: General ManagerStatus: Full-time, Regular positionCategory: TechnicianLocation Name: Stan Gelber & Sons Service ExpertsLocation Address: 1079 Front St, Uniondale, NY 11553Join the team of experts and realize your true potentialWhy You Should Join the Service Experts Team?Our team consists of the very best; we...

  • Financial Crime Investigator

    2 months ago

    Uniondale, United States TruView BSI Full time

    **DSS - Fraud Investigator** Fraud Investigator-Nassau, NY TruView Background Screening and Investigations, a New York based Investigations & Security Company is seeking qualified individuals to investigate public assistance fraud in Nassau County. Individuals MUST meet the following criteria for consideration: **2- 5 years** - Minimum of **1 year** of...

  • Financial Crime Investigator

    4 weeks ago

    Uniondale, United States TruView BSI Full time

    **DSS - Fraud Investigator** Fraud Investigator-Nassau, NY TruView Background Screening and Investigations, a New York based Investigations & Security Company is seeking qualified individuals to investigate public assistance fraud in Nassau County. Individuals MUST meet the following criteria for consideration: **2- 5 years** - Minimum of **1 year** of...

  • Plumber II

    4 weeks ago

    Uniondale, United States Service Experts Full time

    Position Title: PlumberII Reports To: Field Supervisor or General Manager Status Full-time, Regular position Category Plumbing Location Name Stan gelber & Sons Service Experts Location Address 1079 Front St, Uniondale, NY 11553 Why You Should Join the Service Experts Team? Our team consists of the very best; we believe in doing what is right for our...

  • Franchise Consultant

    2 weeks ago

    Uniondale, New York, United States United Parcel Service Inc. Full time

    Join a Fortune Global 500 company and explore exciting opportunities to grow within a dynamic organization.At our company, we strive to foster innovation, nurture a thriving culture, and collaborate with skilled teams that elevate your potential. We are looking for individuals with a blend of expertise and enthusiasm to drive UPS to new heights. If you...

  • Flight Operations Coordinator

    2 weeks ago

    Uniondale, United States Air Charter Service Full time

    **Company Description** OUR STORY** Air Charter Service was established in 1990 in the basement of our Chairman’s home and today employs over 500 people globally, across our offices on six continents. We are not just the largest charter brokerage in the world, but also the largest charter family, holding those same values that started this business at the...

  • Associate, Shareholder Services Representative II

    1 month ago

    Uniondale, United States The Bank of New York Mellon Full time

    Bring your ideas. Make history.  BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work...

  • Associate, Shareholder Services Representative II

    4 weeks ago

    Uniondale, United States The Bank of New York Mellon Full time

    Bring your ideas. Make history.  BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work...