Financial Services Professional

2 weeks ago


Charlotte, United States New York Life Full time

Partner With Us And See Your Career Grow With New York Life

Are you ready to launch a career and not settle for just another job? Do you see yourself running a business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner.


We are looking for motivated self-starters who would like to:

  • Manage their own work schedule and establish an attractive work/life balance.
  • Build their career with significant income potential.
  • Grow their business supported by the financial strength and integrity of New York Life.
  • Make a difference in their community by helping others achieve financial peace of mind.
  • Customize their career path to match their personal financial goals.
  • Experience a lifetime of learning and professional development.
  • Enjoy recognition and rewards for their financial achievements.
  • Define their career path as a Financial Services agent and have the opportunity for management.


Benefits:

  • Health/Dental/Life/Disability
  • 401 (k) plan after one year of service and Pension Plan
  • Continuing education reimbursement
  • Reimbursement for industry designations


Training:

NYLIC University: One of the most comprehensive and well-respected training programs in the industry.

Compensation:

$87,500 at plan yearly

Responsibilities:

  • Build relationships with clients beyond a financial/ transactional basis.
  • Develop your professional skills and sales knowledge.
  • Develop and implement business and marketing plans.
  • Prospect for potential clients.
  • Schedule appointments and meet with clients.
  • Discuss the financial concerns and needs of individuals.
  • Present potential solutions using our world-class suite of products and services.
  • Provide ongoing support to existing clients.
Qualifications:

  • Organized, detail-oriented, and excellent time management skills.
  • Strong sales, leadership, and communication skills.
  • Ability to work in a team-based environment.
  • College Degree preferred.
  • Sales experience preferred.
  • Highly self-motivated and self-disciplined.
  • Relationship building and networking abilities.
  • A Financial Industry background is a plus but not required.
  • Candidates must have or be willing to get a life/health insurance license.
About Company

New York Life, a Fortune 100 company created in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.

EOE M/F/D/V 1611768

New York Life Charlotte General Office



  • Charlotte, United States New York Life Charlotte Full time

    DescriptionFinancial Professional for Career Changers Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing...


  • Charlotte, United States New York Life- Charlotte, NC Full time

    The Opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate and business planning. Description of Activities and Responsibilities: As a licensed professional, you will be responsible for scheduling appointments, meeting with clients, analyzing...


  • Charlotte, United States New York Life- Charlotte, NC Full time

    Job DescriptionJob DescriptionThe Opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate and business planning. Description of Activities and Responsibilities: As a licensed professional, you will be responsible for scheduling appointments,...


  • Charlotte, United States Calculated Hire Full time

    Financial Services ConsultantHybrid – Charlotte, NC9-month Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: 5/10/2024Calculated Hire is in search of a Financial Services Consultant for our Fortune 100 Financial Services company. This team is responsible for the facilitation and maintenance of Markets Division supervisory procedures, control...


  • Charlotte, United States Calculated Hire Full time

    Financial Services ConsultantHybrid – Charlotte, NC9-month Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: 5/10/2024Calculated Hire is in search of a Financial Services Consultant for our Fortune 100 Financial Services company. This team is responsible for the facilitation and maintenance of Markets Division supervisory procedures, control...


  • Charlotte, United States Calculated Hire Full time

    Financial Services ConsultantHybrid – Charlotte, NC9-month Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: 5/10/2024Calculated Hire is in search of a Financial Services Consultant for our Fortune 100 Financial Services company. This team is responsible for the facilitation and maintenance of Markets Division supervisory procedures, control...


  • Charlotte, United States Atrium Health Full time

    Overview Job Summary Responsible for overseeing Internal Audit Support Services, Financial, and Financial Reporting assurance services that support the consolidated financial statement audit of Advocate Health, Inc., including accounting, payroll, human resources, charitable foundation, grants, investments, treasury, revenue cycle – billing and...


  • Charlotte, United States Atrium Health Full time

    Overview Job Summary Responsible for overseeing Internal Audit Support Services, Financial, and Financial Reporting assurance services that support the consolidated financial statement audit of Advocate Health, Inc., including accounting, payroll, human resources, charitable foundation, grants, investments, treasury, revenue cycle - billing and collections,...

  • Financial Advisor

    3 weeks ago


    Charlotte, United States New York Life Full time

    Partner With Us And See Your Career Grow With New York Life! Are you ready to launch a career and not settle for just another job? Do you see yourself running a business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life...


  • Charlotte, United States New York Life Full time

    Partner With Us And See Your Career Grow With New York Life! Are you ready to launch a career and not settle for just another job? Do you see yourself running a business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life...


  • Charlotte, United States FORVIS Full time

    Description & Requirements Our firm provides assurance services that go beyond the compliance function. Alongside the rest of our team, you will bring credibility to our client's financial picture, communicate information objectively and clearly, and provide insight to help clients improve their businesses.If relationships are important to you and you...


  • Charlotte, United States LHH Full time

    I am recruiting for an UNPOSTED Financial Services Associate Attorney position in Charlotte, NC.The opportunity:· Work on financial services matters with a specific focus on commercial lending· A culture that supports work-life balance· Partnership track· 1750 hour billable requirement· Open to attorneys that are relocating and willing to waive in/sit...


  • Charlotte, United States LHH Full time

    I am recruiting for an UNPOSTED Financial Services Associate Attorney position in Charlotte, NC.The opportunity:· Work on financial services matters with a specific focus on commercial lending· A culture that supports work-life balance· Partnership track· 1750 hour billable requirement· Open to attorneys that are relocating and willing to waive in/sit...


  • Charlotte, United States LHH Full time

    I am recruiting for an UNPOSTED Financial Services Associate Attorney position in Charlotte, NC.The opportunity:· Work on financial services matters with a specific focus on commercial lending· A culture that supports work-life balance· Partnership track· 1750 hour billable requirement· Open to attorneys that are relocating and willing to waive in/sit...

  • Financial Advisor

    4 weeks ago


    Charlotte, North Carolina, United States New York Life Full time

    Partner With Us And See Your Career Grow With New York Life Are you ready to launch a career and not settle for just another job? Do you see yourself running a business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life...


  • Charlotte, North Carolina, United States New York Life Full time

    Partner With Us And See Your Career Grow With New York Life Are you ready to launch a career and not settle for just another job? Do you see yourself running a business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life...


  • Charlotte, United States Modern Woodmen of America Full time

    Modern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified™ Region. As a fraternal benefit society, we have no stockholders. We’re owned and operated by and for the benefit of our members. We specialize in retirement planning, investments, and life insurance. Creating written financial plans for financial protection,...

  • Sr Internal Auditor

    4 days ago


    Charlotte, United States Truist Financial Corporation Full time

    Truist Senior Internal Auditor is responsible for assisting in the completion and documentation of risk based internal audit assurance activities that may include complex assignments. The Truist Senior Internal Auditor will interpret the results of a Internal Auditor, Auditor, Practice, Professional, Internal, Audit, Business Services


  • Charlotte, United States Wipro Full time

    Account Executive- Banking & Financial Services (Minneapolis or Dallas) Wipro's Banking & Financial Services Sector provides industry leading solutions across IT and Business Operations; including Investment Management and Asset Servicing, Global Markets, Wealth Management, Data Management, Post-trade Services and Risk and Compliance. We drive innovation of...

  • Professional Handyman

    3 weeks ago


    Charlotte, United States Suppes Home Services LLC Full time

    Job DescriptionJob DescriptionWe’re looking for a hard-working handyman to join our growing team at House Doctors. In this position, it will be your responsibility to help us with whatever basic repair and maintenance tasks require attention. For example, you’ll be asked to replace lightbulbs, fix electrical problems, clean and remodel community spaces,...