Financial Services Consultant

20 hours ago


Greensboro, North Carolina, United States New York Life Full time
OverviewNew York Life is a leading financial services company that has been helping generations of Americans achieve their financial goals for over 175 years. We are committed to providing our agents with the tools, training, and support they need to succeed in this rewarding career.

Salary RangeWe offer a competitive salary range of $46,000.00 - $150,000.00 per year, with opportunities for advancement and bonuses based on performance. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917. Our compensation package also includes medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.

Job DescriptionThe New York Life Financial Services Professional role involves building relationships with clients and providing them with personalized solutions to meet their financial needs. This includes educating clients on how to plan ahead for the future, promoting customized ways for them to achieve their long-term financial goals, and cultivating relationships to help every family member or individual pursue financial security. As an agent, you will work closely with clients to understand their needs and provide them with the right products and services to meet those needs.

Required Skills and QualificationsTo be successful in this role, you will need to possess excellent communication skills, both written and verbal, as well as a strong business acumen and entrepreneurial mindset. You should also have a desire to help families and businesses address their financial needs, and be able to build professional networks and prospect for new clients. Preferred qualifications include sales experience, banking/finance experience, and FINRA S6/7 and S63/66/65 licenses or ability to obtain them in-role.

BenefitsWe offer a comprehensive benefits package, including flexible scheduling, remote/hybrid work options, and supplemental pay types such as bonus opportunities. Our agents also receive access to our award-winning training programs, product offerings, agent support, and opportunity for advancement. Additionally, we provide personal and professional growth opportunities, broad-spectrum marketing, and cutting-edge client servicing processes.

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