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.
New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals.
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). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
Responsibilities:
- Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.
- Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.
- Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives for research prior to offering sound financial advice.
- Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
- Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs.
Qualifications:
- Required to effectively network to identify potential new clients.
- Strong relationship management skills and/or experience required.
- Must possess uncompromising integrity and the ability to communicate complex ideas.
- Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity.
- Life and Health license preferred.
- Must be a competitive person.
Compensation: $100,000 at plan commission.
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