Job Description
Job Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Become part of the New York Life team as a driven financial services professional dedicated to making a positive impact on the lives of others. We are committed to supporting your career growth while you help clients access a wide range of financial solutions designed to build a sustainable path toward a secure financial future
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the 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 in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 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 of 7/30/18.
Compensation:
$115,000+
Responsibilities:
- Lead client workshops and educational seminars to provide personalized financial guidance tailored to individual risk tolerance and long-term objectives.
- Support clients in executing financial strategies, including life insurance, savings plans, mutual funds, and a broad range of financial solutions.
- Manage and assess client financial data within the CRM system to analyze current position, cash flow, goals, and future expectations.
- Proactively generate and nurture new client relationships through social media outreach and marketing initiatives, serving as a trusted financial advisor.
- Design and implement customized financial strategies that align with each client’s unique circumstances and leverage the full portfolio of available products and services.
Qualifications:
- Demonstrated ability to cultivate and sustain long-term client partnerships.
- Proven track record of networking to identify and develop new business opportunities.
- Strong ethical standards with the capability to communicate complex concepts in clear, accessible terms.
- Strategic thinker with advanced problem-solving skills and a strong focus on measurable outcomes.
- Exceptional communication and presentation skills to effectively engage diverse stakeholders.
- Adaptable professional who thrives in fast-paced environments, managing multiple priorities with ease.
- Collaborative leader who fosters teamwork while driving organizational growth and success.
About Company
Our Mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.