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Junior Financial Consultant

2 months ago

White River Junction, Vermont, United States New York Life - Robert Rice Full time
Position Overview

At New York Life - Robert Rice, our goal is to deliver financial stability and reassurance 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 commit to being responsible stewards for the long term, ensuring we are present for our clients when they need us most.

Are you a motivated individual with strong ethical values, eager to make a meaningful impact in the lives of others? We are expanding our team by seeking a financial service professional who can provide our extensive array of financial products and services to clients aiming to build solid financial foundations and reach their financial aspirations.

Training, Support, and Professional Development: New York Life offers a thorough three-year training program, marketing assistance, and technical support. Our initiatives enable you to collaborate with successful, seasoned agents and managers who will guide you in developing a client base. New York Life equips you with the resources and continuous support expected from a leading Fortune 100 company.

About New York Life: New York Life stands as one of the most robust and respected financial institutions globally. We have achieved the highest financial strength ratings awarded to any U.S. life insurer by the four major rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other financial entity worldwide. Additionally, we have been recognized as one of the "World's Most Admired Companies" by Fortune Magazine.

Compensation: $120,000 at plan annually

Key Responsibilities:

  • Gather and organize each client's financial information using a CRM to assess their financial status, objectives, cash flow, and expectations.
  • Utilize a research-driven approach to deliver financial guidance and strategies based on educational meetings and/or seminars focused on client risk tolerance and financial goals.
  • Assist clients in executing financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
  • Develop tailored financial plans utilizing the products and services we provide, addressing each client's potential life and financial needs.
  • Leverage social media and other marketing tools to identify, pursue, and cultivate prospects, establishing strong, long-term relationships as a trusted financial service professional.

Qualifications:

  • Ability to communicate complex concepts while upholding strong principles of honesty and integrity.
  • Demonstrated relationship management skills and/or experience are essential.
  • Proven ability to network effectively to attract new potential clients is required.
  • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not mandatory.

About the Company:
As a mutual organization, New York Life operates without investors or external owners, aligning our interests with those of our clients. With over 170 years of industry experience, we are committed to collaborating with you to build a secure financial future for both you and your clients. Our accolades include:

  • A commitment to work alongside you in establishing a robust financial future.
  • Ranked #73 on Fortune 100.
  • A leading firm with numerous agents qualifying for MDRT year after year.
  • Highest financial strength ratings awarded to any life insurer: Standard and Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA).

Agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance.