Financial Consultant

1 month ago


Chandler, Arizona, United States New York Life - Lance Gillman Full time
Job Overview

New York Life is seeking a motivated financial service professional to join our team. As a Financial Consultant, you will provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.

You will 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. Your primary responsibility will be to assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer.

We are looking for individuals who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it's a career with purpose and opportunity.

Key Responsibilities:

  • Provide financial recommendations to clients
  • Employ a research-based approach to providing financial advice
  • Assess each client's potential life and financial needs
  • Leverage marketing and social media tools to identify, pursue, and secure new clients

Requirements:

Ability to successfully network and prospect for new clientsUncompromising integrity and ability to communicate complex ideasStrong relationship management skills and/or experience required

About New York Life:

New York Life is among the strongest and most respected financial companies in the world. We have 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). We are a mutual company, with no investors or outside owners, which means we are uniquely aligned with our clients' interests and priorities.

We offer 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. We provide the resources and ongoing support you would expect from a Fortune 100 company.

Benefits:

  • Competitive compensation package
  • Comprehensive training program
  • Marketing support
  • Prospecting and technical assistance

About Us:

New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity. We are committed to building a diverse and inclusive workplace that reflects the communities we serve.



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