Junior Financial Consultant

1 week ago


Fredericksburg, Virginia, United States NY LIFE Full time
Position Overview

At New York Life, our goal is to ensure financial stability and tranquility through our diverse offerings in insurance, annuities, and investment solutions. We uphold values of integrity and compassion in every interaction with our clients, partners, and colleagues. With a blend of confidence and humility, we act as long-term stewards, dedicated to being there for our clients when they need us the most.

We are seeking a motivated and driven individual who possesses integrity and a desire to positively influence the lives of others. By leveraging our extensive range of financial products and services, you will assist clients in formulating a robust, long-term strategy to meet their financial aspirations.

Training and Development: New York Life provides a comprehensive three-year training program, along with marketing support and technical assistance. You will have the opportunity to collaborate with successful, established agents and managers who will guide you in building a client base. Expect the resources and ongoing support typical of a Fortune 100 company.

About New York Life: Recognized as one of the most reputable financial institutions globally, New York Life has achieved the highest financial strength ratings from all four major rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other financial institution. Our commitment to excellence has earned us recognition as one of Fortune Magazine's "World's Most Admired Companies" for 2019.

Compensation: $120,000 - $145,000 annually

Key Responsibilities:

  • Utilize a CRM system to organize and analyze each client's financial situation, objectives, cash flow, and expectations for their personalized financial plan.
  • Adopt a research-driven approach to deliver financial advice and strategies through educational meetings and seminars tailored to client risk tolerance and financial goals.
  • Evaluate each client's potential life and financial requirements to develop a customized financial plan that utilizes our products and services.
  • Assist clients in executing financial recommendations, including life insurance, savings plans, mutual funds, and other financial instruments.
  • Employ social media and various marketing tools to identify and cultivate prospects, establishing strong, long-term relationships as a trusted financial service professional.

Qualifications:

  • Demonstrated ability to effectively network and prospect for new clients.
  • Strong relationship management skills are essential.
  • Unwavering integrity and the capability to communicate complex concepts clearly are required.

About the Company:

As a mutual company without external investors, New York Life is uniquely positioned to align with our clients' interests and priorities. With over 170 years of industry success, we are committed to working collaboratively to build a secure financial future for both you and your clients.

Our accolades include:

  • Ranked #73 on Fortune 100 in 2020
  • A leading firm with numerous agents qualifying for the Million Dollar Round Table year after year
  • Highest financial strength ratings awarded to any life insurer: Standard and Poor's (AA+), A.M. Best (A++), Moody's (Aaa), and Fitch (AAA).

New York Life Insurance Company is an equal opportunity employer, committed to diversity and inclusion in the workplace.



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