Financial Services Professional

4 weeks ago


Columbus, Ohio, United States New York Life Insurance Company Full time
About the Role

We are seeking a highly motivated and results-driven Financial Professional to join our team at New York Life Insurance Company.

Key Responsibilities
  • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.
  • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
  • Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer.
  • Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.
  • 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.
Qualifications
  • Required to effectively network to identify potential new clients.
  • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required.
  • Must have effective relationship management skills.
About New York Life Insurance Company

New York Life Insurance Company 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. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

Compensation and Benefits

You have the power to determine your own income with our commission-based compensation. In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.



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