At New York Life, we are dedicated to ensuring financial stability and peace of mind for our clients through our range of insurance, annuity, and investment solutions. Our approach is rooted in integrity, humanity, confidence, and humility, as we strive to be responsible stewards for the long term. Committed to making a positive impact on our policy owners, business partners, and community, we uphold a standard of doing what is right in all aspects of our business. We are seeking a passionate Financial Service Professional to join our team in Charlotte, NC. Your role will involve empowering individuals to secure a stable financial future by offering our diverse portfolio of financial products and services. We are dedicated to nurturing your career growth and success by providing access to a wide range of resources and support systems. 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. Training and Development: New York Life is proud to offer an extensive three-year training program designed to equip you with the necessary skills and knowledge to excel in your role. Additionally, you will receive marketing support, prospecting tools, and technical guidance to enhance your client interactions. Collaborating with experienced agents and managers, you will have the opportunity to build and expand your client base with the backing of a Fortune 100 company. Responsibilities: • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives. • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan. • Create customized financial plans using the products and services we offer based on clients' potential life and financial needs. • Identify, seek out, and generate prospects continuously using social media or other marketing tools. • Create strong relationships with new clients as their trusted advisor. • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services. Qualifications: • 2 years of sales experience or related marketing experience preferred. • Some industry or product knowledge is preferred. • A self-starter who loves contributing to team goals. • A consistent top performer in sales. • Enjoys talking and meeting with prospects, presenting solutions, closing deals, and asking for referrals. • Relationship management skills are required. • Entrepreneurial Spirit. • Uncompromising integrity and the ability to effectively communicate complex programs and ideas. • Ability to successfully network or use social media to prospect for new clients is a must. • Organized, detail-oriented, and excellent time management skills. • Strong sales, leadership, and communication skills. Compensation: $84,000 - $115,351 yearly
• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives. • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan. • Create customized financial plans using the products and services we offer based on clients' potential life and financial needs. • Identify, seek out, and generate prospects continuously using social media or other marketing tools. • Create strong relationships with new clients as their trusted advisor. • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.
Compensation:
$84,000-$115,351 per year
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