Financial Services Professional
2 weeks ago
The Financial Services Professional position at New York Life is a client-based role where you will be in business for yourself, but not by yourself. As a Financial Professional, you will guide individuals, families, and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines.
You will have the opportunity to own your career while being aligned with a company that values hard work and rewards it. Work-Life Balance is also important and encouraged.
Financial and Insurance experience is not required, as we find people in many different professional backgrounds do well in this industry. You will blend your professional experience with a career that helps people become educated in financial strength.
Responsibilities include:
- Developing and employing marketing and business plans to grow your client base
- Helping clients achieve their financial goals by presenting a breadth of solutions offered by our competitive suite of products and services
- Securing licenses for selling securities and investment products for wealth management and advanced planning
- Prospecting and contacting potential clients to discuss their financial needs and concerns
- Improving your professional skills and knowledge through the New York Life training curriculum
- Networking with the community to build branding
Qualifications include:
- College Degree Required or equivalent business experience
- A growth mindset and sales experience are strongly preferred
- Articulate complicated concepts using superb written and verbal communication skills
- Must possess uncompromising integrity
- Strong business acumen
- Leverage personal networks and contacts and engage your community to identify prospects
- Possess staying power
- Professional business experience
- Licensing preferred but not required
- Coachable
- Natural "Networker"
Benefits include:
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Vision insurance
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