Financial Professional

Job Description

About the Role: Financial Professional at New York Life

Are you a career changer seeking more control and significant impact? New York Life, a Fortune 100 leader in financial services, invites you to take charge of your career journey while positively influencing clients’ lives every day. We are looking for self-driven individuals who want to build a career with purpose, making a lasting difference in the financial well-being of individuals, families, and small businesses.

This isn’t just a sales job; it’s an opportunity to provide peace of mind by guiding clients through complex financial challenges like retirement planning, college savings, tax diversification, and preparing for the unexpected. You’ll witness the long-term positive impact of your work, growing personally and professionally alongside your clients.

What We’re Looking For:

We seek leaders with an enterprising spirit and a strong desire to help others. Ideal candidates possess the following traits:

• Competitive: Driven to achieve and excel.
• Business-Minded: Possesses an understanding of business principles and growth.
• Coachable: Open to feedback and continuous learning.
• Communicative: Excellent interpersonal and communication skills.
• Self-disciplined: Highly organized and able to manage time effectively.
• Authentic: Builds genuine relationships based on trust.
• Growth Mindset: Committed to lifelong learning.
• Uncompromising Integrity: Upholds the highest ethical standards.
• Desire to make a change and help people: Passionate about client success.
• Ability to successfully network and prospect: Proactive in client acquisition.
• Ability to engage your community: Actively involved in professional and personal networks.

What We Offer:

Comprehensive Training & Development

• Industry-Leading Learning: Access to a multifaceted approach including an industry-leading learning platform.
• Personalized Coaching: Guidance from dedicated training professionals.
• Professional Designations: Support to obtain industry professional designations, including financial designations.
• Subsidized Training: Financial assistance in your first two full-time contract years (if qualified) to support you during your training program.
• Sales Incentives & Recognition: Opportunities for rewards, acknowledgements, and professional-development trips for top performers.

Cutting-Edge Digital Tools

• Expert Support: Access to experts to answer your questions.
• Digital Sales Suite: A comprehensive suite of digital sales, prospecting, and marketing tools.
• Content Support: Resources for web, social, and email content to attract and retain clients.

Diverse Products & Solutions

• Extensive Product Portfolio: Offer a wide range of products including life insurance, annuities, long-term care insurance, disability income insurance, and investment products (mutual funds through NYLIFE Securities LLC, member of FINRA and SIPC).
• Specialization Opportunities: Grow expertise in areas like wealth management, advisory services, estate planning strategies, and business solutions as a Financial Advisor with Eagle Strategies LLC (our registered investment advisor).

Strong Human Guidance & Support

• Team Environment: Join a robust team with peer-to-peer support options.
• Collaborative Learning: Access to study groups, mentorship, and other engagement opportunities with fellow insurance agents.

Compensation

• Earning Potential: $100,000 + at plan earnings.

Key Responsibilities:

• Engage and educate clients on financial planning to prepare for unexpected life events.
• Cultivate long-term relationships with individuals and families to help them pursue financial security.
• Grow your professional network by actively participating in your community and professional groups.
• Drive client acquisition with a goal of adding 50 new clients annually.
• Work with business owners to implement employee retention and succession planning strategies.
• Continuously increase your knowledge within the financial industry by following New York Life’s training curriculum and achieving specializations.
• Help clients implement financial recommendations using products such as life insurance, savings plans, and mutual funds.
• Assess client financial needs, goals, cash flow, and expectations using a CRM to create individualized financial plans.
• Leverage marketing and social media tools to identify, pursue, and secure new clients.

Desired Skills and Experience:

• Sales experience is strongly preferred.
• Excellent calendar management skills.
• Valid life and health license preferred, but we can assist with obtaining it.
• Valid FINRA Series 6 or 7 & 63/66 preferred, but not required.