Financial Service Professional

Job Description

About the Job

Our mission at New York Life is to provide financial security and peace of mind through our comprehensive insurance, annuity, and investment solutions. We uphold principles of integrity and humanity in all interactions with our policy owners, business partners, and colleagues. Grounded in both confidence and humility, we are dedicated stewards for the long term, committed to “doing the right thing” in business and society. Our ultimate purpose is to be there for our policy owners when they need us most.

Are you a driven, self-starter with strong principles who is eager to make a positive impact on the lives of others? If so, we are looking for you! New York Life is expanding its team by hiring a Financial Service Professional. In this role, you will offer our extensive range of financial products and services to clients who are committed to building strong financial foundations and achieving their monetary goals for a bright future.

Training, Support, and Professional Development:

New York Life provides a comprehensive three-year training program, robust marketing support, and invaluable prospecting and technical assistance. Our programs enable you to collaborate with highly successful, established agents and managers who will guide you in developing your clientele. You will receive the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life:

New York Life stands as one of the strongest and most respected financial companies globally. We hold the highest financial strength ratings awarded to any U.S. life insurer by all four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution worldwide². New York Life was also recognized as one of the “World’s Most Admired Companies” by Fortune Magazine in 2019.

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency – Equal Opportunity Employer M/F/D/V

• ¹ Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
• ² Source: Individual Third Party Ratings Reports as 7/30/18.
• ³ MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
• ⁴ Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/

Compensation:

$75,000 – $100,000 yearly

Desired Skills and Experience

Qualifications:

We are seeking individuals who possess the following characteristics:

• Highly self-motivated and self-disciplined with the ability to work effectively and independently.
• Outgoing personality with the ability to develop strong relationships (a “People Person”) and a sincere desire to help others.
• Fearless, positive attitude, and willingness to be accountable for results.
• Organized, detail-oriented, and possessing excellent time-management skills.
• A strong desire for continuous learning.
• Good communicator—excellent listening skills and the ability to explain complex information in a simple and concise manner.

Responsibilities:

• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.
• Develop and implement tailored financial plans using our array of services, carefully considering each client’s financial needs and life circumstances.
• Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives for research prior to offering sound financial advice.
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional.

New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals empower clients to develop a long-term financial strategy to achieve their financial goals using a wide array of financial products and services, including life insurance, investments, annuities, and mutual funds. As a financial professional with New York Life, you will have the opportunity to build your practice and help individuals in your community prepare for their financial futures.