Financial Services Consultant specializing in Insurance Solutions

2 weeks ago

Saint Cloud, Minnesota, United States New York Life - Central Florida Full time
Job Overview

At New York Life, our commitment is to deliver financial stability and reassurance through our diverse range of insurance, annuity, and investment offerings. We prioritize integrity and compassion in every interaction with our clients, partners, and colleagues. With a foundation built on both confidence and humility, we act as responsible stewards for the long term, ensuring we are there for our clients when they need us the most.

We are currently on the lookout for a motivated and driven individual who embodies integrity and has a genuine desire to positively influence the lives of others. By leveraging our extensive portfolio of financial products and services, you will assist clients in crafting a robust, long-term strategy to reach their financial aspirations.

Training, Support, and Professional Growth: New York Life provides a thorough three-year training program, alongside marketing support and assistance with prospecting and technical matters. Our programs enable you to collaborate with highly successful, established agents and managers who will help you build a strong client base. You will receive the resources and ongoing support that one would expect from a Fortune 100 company.

About New York Life: As one of the most reputable and financially robust companies globally, New York Life has consistently earned the highest financial strength ratings from the leading rating agencies. We have a longstanding history of excellence, recognized as a leader in the Million Dollar Round Table for numerous years. Our dedication to doing good has also earned us accolades as one of the "World's Most Admired Companies" by Fortune Magazine.

Compensation: The expected salary range is between $75,000 and $125,000 annually.

Key Responsibilities:

  • Utilize marketing and social media strategies to identify and engage potential clients who would benefit from the guidance of a trusted financial professional.
  • Assist clients in implementing financial strategies, including life insurance, savings plans, mutual funds, and other financial products.
  • Gather personal financial information from clients, including their status, cash flow, and documentation for our CRM system.
  • Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives to prepare for providing sound financial advice.
  • Develop tailored financial plans using our products and services based on each client's unique life and financial needs.

Qualifications:

  • Demonstrated relationship management skills.
  • Unwavering integrity and the ability to effectively communicate complex concepts.
  • Proven ability to network and prospect for new clients.

About New York Life: New York Life is a Fortune 100 company with a rich history of service. For over 175 years, we have been dedicated to helping generations of Americans safeguard their families and achieve their financial objectives. As a mutual company, our focus is solely on our policyholders, ensuring long-term success for our clients. We continuously seek innovative ways to enhance value for our clients.

Commitment to Training: We take pride in the training programs we offer, recognized with awards for excellence.

Diversity Recognition: We are honored to be acknowledged by various organizations for our commitment to diversity and inclusion.

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