Junior Financial Consultant

2 weeks ago


Greenville, South Carolina, United States New York Life - Greenville, South Carolina Full time
Job Overview

At New York Life, our goal is to deliver financial stability and assurance through our diverse range of insurance, annuity, and investment offerings. We prioritize integrity and compassion in every interaction with our clients, partners, and colleagues. With a foundation of confidence and humility, we are committed to serving as long-term stewards for our clients' financial well-being.

Are you a motivated individual with strong ethical values looking to positively impact the lives of others? We are expanding our team by seeking a financial service professional capable of providing our extensive array of financial products and services to clients aiming to build solid financial foundations and achieve their financial aspirations.

Training and Development

New York Life offers a robust three-year training program, comprehensive marketing support, and technical assistance. Our programs allow you to collaborate with successful, established agents and managers who will guide you in developing a client base. You will receive the resources and ongoing support expected from a Fortune 100 company.

About New York Life

New York Life is recognized as one of the most reputable financial institutions globally. We have consistently received top financial strength ratings from the leading rating agencies, ensuring our clients' trust. For over six decades, we have led the Million Dollar Round Table, boasting more members than any other financial institution worldwide. Our commitment to excellence has earned us recognition as one of the "World's Most Admired Companies" by Fortune Magazine.

Role Responsibilities
  • Develop personalized financial strategies utilizing our products and services tailored to each client's unique financial situation.
  • Engage with clients to gather essential financial information, including their current status, cash flow, and documentation expectations.
  • Participate in educational sessions or seminars relevant to client risk tolerance and financial goals to provide informed financial advice.
  • Assist clients in making informed decisions regarding life insurance, mutual funds, savings plans, and other financial products.
  • Utilize marketing and networking tools to identify and secure new clients who would benefit from professional financial guidance.
Qualifications
  • Ability to effectively network and prospect for new clients.
  • Demonstrated integrity and the capacity to convey complex concepts clearly.
  • Strong relationship management skills and/or relevant experience.
About the Company

New York Life actively recruits and hires numerous new agents annually, many of whom are seasoned professionals seeking a more fulfilling career path.

Becoming an agent with New York Life presents an exceptional opportunity for individuals eager to build a financial services business with limitless income potential, assist others in achieving financial security, and enjoy a flexible work schedule. We provide extensive guidance, support, and training for those who choose this career path.

The opportunity: We are in search of talented individuals to enhance our team of professionals. Our nationwide team comprises leaders in insurance, financial, estate, family, and business planning.



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