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Financial Services Consultant

2 months ago

Orlando, Florida, United States New York Life - Orlando Office Full time
Job Overview

At New York Life - Orlando Office, our objective is to deliver financial stability and reassurance through our comprehensive insurance, annuity, and investment offerings. We prioritize integrity and compassion in all our dealings with clients, partners, and colleagues. With a foundation of confidence and humility, we act as guardians for the long term, ensuring we are present for our clients when they need us the most.

If you are looking for a promising opportunity to advance your career as a life insurance advisor, this position may be ideal for you. We are in search of a driven and self-motivated individual who is eager to assist clients in identifying and achieving their financial aspirations. Equipped with our extensive range of products and the backing of our dedicated agents, you will help individuals, families, and businesses navigate tailored financial strategies.

Training, Development & Benefits

Our training program transcends traditional classroom settings, emphasizing hands-on learning. Each office is supported by a dedicated sales-support team, including management and in-office trainers, who collaborate with agents to ensure they develop the necessary skills to meet their objectives and effectively serve their clients. We uphold these values across all company initiatives.

About New York Life

New York Life stands as one of the most robust and esteemed financial institutions globally. We have consistently received the highest financial strength ratings from the leading rating agencies, reflecting our commitment to excellence. For decades, we have led the Million Dollar Round Table, boasting more members than any other insurance or financial organization worldwide.

Compensation

Annual Earnings: $80,000 - $110,000

Key Responsibilities
  • Engage with potential clients to discuss their financial needs and concerns.
  • Obtain necessary licenses to offer investment and securities products focused on advanced planning and wealth management.
  • Complete the New York Life training curriculum to enhance your professional skills and knowledge.
  • Provide education on effective insurance, retirement, and business planning through a diverse range of services, including high-quality insurance and investment products.
  • Present various solutions using our competitive suite of offerings to assist clients in achieving their financial goals.
Qualifications
  • Ability to connect with the community and utilize personal networks.
  • Strong written and verbal communication skills to convey complex ideas effectively.
  • Experience in sales and growth strategy implementation is advantageous.
  • Unwavering integrity is essential.
  • Solid business acumen and knowledge are required.
About Our Company
  • We are committed to collaborating with you to build a secure financial future.
  • Recognized as a leading company with numerous agents qualifying for the Million Dollar Round Table annually.
  • We hold the highest financial strength ratings awarded to any life insurer.
  • Full-time agents and their dependents are eligible for comprehensive medical, dental, vision, and life insurance benefits.