Insurance and Financial Consultant

2 weeks ago


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

About New York Life Insurance Company

New York Life Insurance Company, a leading mutual life insurance organization, along with its subsidiaries, offers a comprehensive suite of insurance and investment solutions. Our offerings include life insurance, long-term care insurance, and group disability insurance, in addition to mutual funds.

Role Overview

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 crafting tailored proposals. Building and nurturing long-term relationships with clients is a key aspect of this role, and it is often what attracts individuals to this fulfilling career.

Expectations for Financial Professionals

  • Assess and comprehend the financial needs and concerns of clients.
  • Educate clients on proactive financial planning to prepare for unforeseen life events.
  • Promote personalized strategies to help clients achieve their long-term financial aspirations.
  • Foster relationships that assist individuals and families in attaining financial security.
  • Develop an insurance and financial practice through professional networking and client prospecting.
  • Provide empathy and guidance during challenging life circumstances.
  • Focus on establishing and maintaining enduring relationships with clients, fostering trust and community stability.

Make a Difference in Your Community

As a Financial Professional, you will have the opportunity to positively influence the lives of individuals, families, and small businesses. You will assist clients in navigating complex financial challenges, such as retirement planning, college savings, and other significant life decisions.

Why Choose New York Life?

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

As a mutual company, our commitment is solely to our policyholders, ensuring that we prioritize their needs over outside investors. With a legacy spanning over 174 years, we have a proven track record of helping generations of Americans protect their families and achieve their financial goals. Our resilience has been demonstrated through various historical events, ensuring that we remain a steadfast partner for our policyholders and future generations.

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



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