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Wealth Management Consultant

2 months ago


Greenville, South Carolina, United States New York Life Full time

About New York Life Insurance Company

New York Life Insurance Company is a mutual life insurance provider that, along with its subsidiaries, offers a diverse array of insurance and investment solutions. Our offerings include life insurance, long-term care insurance, group disability insurance, and mutual funds.

The Role of a Financial Professional

As a Financial Professional, you will enjoy a dynamic work environment that allows you to engage with clients outside of a traditional office setting. Your daily activities will vary, from meeting clients and exploring new markets to preparing tailored proposals. Building and nurturing long-term relationships with clients is a key aspect of this role, making it a fulfilling career choice for many.

Expectations for Financial Professionals

  • Understand and address the financial needs and concerns of clients.
  • Educate clients on proactive financial planning to prepare for unexpected life events.
  • Promote personalized strategies to help clients achieve their long-term financial objectives.
  • Foster relationships that support financial security for individuals and families.
  • Develop an insurance and financial practice through networking and client prospecting.
  • Provide empathy and guidance during challenging life circumstances.
  • Focus on establishing and maintaining enduring client relationships that build trust and community stability.

Making a Difference in the Community

As a Financial Professional, you will have the opportunity to positively impact individuals, families, and small businesses. You will assist clients in navigating complex financial challenges, such as retirement planning and college savings, which are crucial to their lifestyle and future.

Our Legacy

New York Life is recognized as one of the most reputable financial institutions in America, consistently featured on the Fortune 100 list. We have achieved the highest financial strength ratings from major rating agencies, including Standard & Poor's (AA+), A.M. Best (A++), Moody's (Aaa), and Fitch (AAA). With over 60 years of industry leadership, we boast the most U.S. members of the Million Dollar Round Table, a benchmark for excellence in life insurance sales performance.

Commitment to Our Policy Owners

As a mutual company, our commitment is solely to our policy owners, allowing us to prioritize delivering lasting value. With a rich history spanning over 174 years, New York Life is the largest mutual insurer in the U.S. and has consistently demonstrated resilience through various economic challenges, ensuring we remain a steadfast partner for our policy owners and future generations.

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