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Financial Services Consultant

2 months ago


Anaheim, United States New York LIfe & NYLife Securities LLC Full time
Job Overview

Financial Consultant, New York Life Insurance Company

The role of a Financial Consultant at New York Life Insurance Company revolves around fostering connections with clients and delivering tailored financial solutions that align with their individual needs. This position offers a fulfilling career within a company dedicated to prioritizing the welfare of its clients.

Key Responsibilities:

  • Assessing the financial needs and concerns of clients.
  • Educating clients on proactive financial planning to prepare for unforeseen life events.
  • Developing personalized strategies to help clients achieve their long-term financial objectives.
  • Building and nurturing relationships to assist families and individuals in attaining financial stability.
  • Establishing a robust insurance and financial practice through networking and client outreach.
  • Providing support and guidance to clients during challenging life circumstances.
  • Focusing on cultivating enduring relationships with clients to foster trust and continuity.

Desired Qualities:

  • Previous sales experience is advantageous but not mandatory.
  • An entrepreneurial mindset is essential.
  • Excellent verbal and written communication skills.
  • A genuine desire to assist families and businesses with their financial needs.
  • Strong business acumen and professionalism.
  • Resilience in overcoming challenges.
  • Ability to engage with the community and utilize personal networks.

Compensation Structure:

Our commission-based compensation model empowers you to control your earnings. Agents have the potential to earn substantial income based on their performance. In 2022, agents who met the minimum sales production requirements earned an average income of $115,917. Individual performance will dictate income levels. Benefits include comprehensive medical, dental, vision, life, and disability insurance, along with a 401(k) plan and pension options.

New York Life has a legacy of supporting Americans in achieving their financial aspirations for over 175 years. Our agents benefit from exceptional training, diverse product offerings, extensive support, opportunities for advancement, and marketing resources. We are committed to helping you reach your career goals through proven processes and active engagement.

By building strong relationships with clients, you will guide them towards their financial aspirations while also advancing your own career. Our agents leverage a wide range of products to assist individuals, families, and businesses in realizing their financial visions. This role presents challenges, but for the right candidate, it offers a rewarding career with significant growth potential.

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.