Career Opportunities in Retirement Planning

3 days ago


Raleigh, North Carolina, United States New York Life Full time
Company Overview
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.

We are a mutual company, accountable only to our policyholders, not to Wall Street or outside investors. Our focus is on the long-term success of our clients.

We take pride in our financial strength and training programs. We have received numerous awards and recognitions, including Training Magazine's APEX Award for 2022 and Forbes 2022: America's Best Employers for Diversity.

We believe that our employees are our greatest asset, and we strive to provide them with opportunities for growth and development. If you are looking for a career that offers challenge, reward, and personal fulfillment, then consider joining us as a Financial Professional Specializing in Retirement Planning.

Salary and Benefits
The average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917 in 2022. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.

Job Description
You will be working as a Financial Professional Specializing in Retirement Planning, providing expert advice and guidance to clients on retirement planning strategies. You will also be responsible for developing and implementing plans to help clients achieve their financial goals. This role requires excellent communication and interpersonal skills, as well as strong analytical and problem-solving abilities.

Required Skills and Qualifications
To be successful in this role, you will need to possess the following skills and qualifications:
  • Licenses: Life, Health, SIE, Series 6 (or 7), and 63
  • American College Designations: FSCP, ChFC, and RICP
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities

Benefits
In addition to the salary and benefits mentioned earlier, you will also receive training and support from experienced professionals. Our wealth advisory curriculum focuses on wealth accumulation strategies using a goals-based planning approach. You will also have access to digital tools and resources to help you succeed in your role.

Others
We offer a comprehensive training program to help you develop the skills and knowledge you need to succeed in this role. You will also have the opportunity to work with a team of experienced professionals who can provide guidance and support. We are an equal opportunity employer and welcome applications from diverse candidates.

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