Junior Financial Consultant

2 weeks ago


Fredericksburg, Virginia, United States NY LIFE Full time
Position Overview

At New York Life, our goal is to ensure financial stability and tranquility through our diverse offerings in insurance, annuities, and investment strategies. We prioritize integrity and compassion in every interaction with our clients, partners, and colleagues. With a foundation of confidence and humility, we commit to serving as responsible stewards for the long haul. Our overarching mission is to be a reliable presence for our clients when they need us most.

We are currently in search of a motivated and ethical individual who is passionate about positively influencing the lives of others. By leveraging our extensive range of financial products and services, you will assist clients in formulating a robust, long-term plan to reach their financial aspirations.

Training and Development: New York Life provides a thorough three-year training program, alongside marketing support and assistance with prospecting and technical needs. Our initiatives allow you to collaborate with successful, established agents and managers who will help you cultivate a client base. Expect the resources and continuous support that come with being part of a Fortune 100 company.

About New York Life: Recognized as one of the most reputable financial institutions globally, New York Life boasts the highest financial strength ratings from the four leading 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 insurance or financial entity. Additionally, we have been acknowledged as one of the "World's Most Admired Companies" by Fortune Magazine.

Financial Service Professionals provide investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), a licensed insurance agency - Equal Opportunity Employer M/F/D/V.

Compensation: $120,000 - $145,000 annually

Key Responsibilities:

  • Utilize a CRM system to manage each client's financial situation, objectives, cash flow, and monetary expectations for their personalized financial strategy.
  • Adopt a research-driven methodology to deliver financial guidance and strategies based on educational sessions and/or seminars focused on client risk tolerance and financial objectives.
  • Evaluate each client's potential life and financial requirements to develop a tailored financial plan that utilizes our products and services.
  • Assist clients in executing financial recommendations such as life insurance, savings plans, mutual funds, and various financial products.
  • Employ social media and other marketing tools to identify, seek, and cultivate prospects, fostering strong, long-term relationships as a trusted financial service professional.

Qualifications:

  • Proven ability to effectively network and seek new clients.
  • Strong relationship management skills are essential.
  • Unwavering integrity and the capability to clearly communicate complex programs and concepts are required.

About the Company:
As a mutual company with no external investors, New York Life is uniquely positioned to align with our clients' interests and priorities. With over 170 years of industry success, our accolades include:

  • A commitment to collaborating with you to build a solid financial future for both you and your clients.
  • Ranked #73 on Fortune 100.
  • A leading firm with numerous agents qualifying for MDRT year after year.
  • Top-tier financial strength ratings from 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.



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