Financial Services Consultant

2 weeks ago

Naperville, Illinois, United States New York Life - Todd Couture Full time
Job Overview

Financial Services Representative - Sales / Account Executive

At New York Life - Todd Couture, our objective is to deliver financial stability and assurance through our diverse insurance, annuity, and investment offerings. We prioritize integrity and compassion in every interaction with our clients, business associates, and colleagues. With a foundation of confidence and humility, we are committed to serving as long-term stewards for our clients, ensuring we are there when they need us the most.

Are you a motivated self-starter with strong ethical values, eager to positively impact the lives of others? We are seeking a financial service professional who can leverage our extensive range of financial products and services to assist clients in building robust financial foundations and achieving their financial aspirations.

Training, Support, and Professional Development: New York Life offers a thorough three-year training program, along with marketing support and technical assistance. Our programs enable you to collaborate with successful, established agents and managers who will guide you in developing a client base. New York Life provides the resources and ongoing support you would expect from a leading financial institution.

About New York Life: New York Life is recognized as one of the most reputable financial organizations globally. We have received top financial strength ratings from all major rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA). For over 65 years, we have led the Million Dollar Round Table with more members than any other financial institution. New York Life has also been acknowledged as one of the 'World's Most Admired Companies' by Fortune Magazine.

Compensation: $60,000+ at plan

Key Responsibilities:

  • Engage with clients to gather personal financial information, including status, cash flow, and documentation expectations in our CRM.
  • Continuously identify and generate prospects using various marketing tools, establishing strong relationships with new clients as their trusted advisor.
  • Conduct research and provide tailored financial advice and strategies through educational meetings or seminars, aligned with client risk tolerance and financial goals.
  • Assist clients in making informed decisions regarding life insurance, mutual funds, savings plans, and other financial products and services.
  • Develop customized financial plans utilizing our range of products and services based on each client's unique life and financial needs.

Qualifications:

  • Ability to communicate complex concepts clearly while upholding strong principles of honesty and integrity.
  • Effective relationship management skills are essential.
  • Proven ability to network and prospect for new clients successfully.

About the Company:
New York Life Insurance Company stands as the third-largest life insurance provider in the United States and the largest mutual life insurance company in the country. Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions, acting with integrity and humanity in all our interactions.

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