Financial Professional

Job Description

Financial Professional | New York Life

The Tone:
This is a full-time role at New York Life. New York Life, a Fortune 100 leader in financial services, empowers its professionals to build a career with purpose, making a lasting difference in the financial well-being of individuals, families, and small businesses. This role offers career changers an opportunity to gain more control and significant influence, providing peace of mind by guiding clients through complex financial challenges like retirement planning, college savings, tax diversification, and preparing for the unexpected. You will witness the long-term positive impact of your work, growing personally and professionally alongside your clients.

The TL;DR
• Role: Full Time
• Type: Full-time
• Pay: $100,000 + at plan earnings
• Mission: Guide individuals, families, and small businesses through complex financial challenges to achieve long-term financial well-being and security.
• Tech Stack: CRM, Digital Sales Suite, marketing and social media tools, web, social, and email content support.

What You’ll Actually Do
• Client Education: Engage and educate clients on critical financial planning topics to prepare them for unexpected life events and future goals.
• Relationship Management: Cultivate long-term, trusting relationships with individuals and families to support their pursuit of financial security.
• Client Acquisition: Drive new client acquisition with a goal of adding 50 new clients annually, utilizing networking and marketing strategies.
• Financial Analysis: Assess client financial needs, goals, cash flow, and expectations using a CRM to create and recommend individualized financial plans.
• Business Solutions: Work with business owners to implement effective employee retention and succession planning strategies, leveraging diverse product solutions.

The Must-Haves
• Background: Self-driven individuals and career changers seeking a career with purpose and a strong desire to positively influence clients’ lives. Candidates should embody an enterprising spirit and a deep commitment to helping others achieve financial security.
• Experience: Strongly prefer sales experience, coupled with a proven ability to successfully network and prospect for new clients. Demonstrated capability to engage actively with professional and personal communities for client acquisition is key.
• Skills: Possesses an uncompromising integrity, a competitive drive, and a business-minded understanding of growth principles. Must be highly coachable, an excellent communicator, self-disciplined with effective time management, and authentically able to build trust-based relationships. Commitment to a growth mindset and lifelong learning is essential.
• Bonus: Candidates with a valid life and health license are preferred. Similarly, holding a valid FINRA Series 6 or 7 & 63/66 would be a strong advantage, though assistance can be provided to obtain these if not already held.