Financial Advisor / Insurance professional

Overview

The Financial Services Professional role at New York Life offers the chance to build a combined financial sales and insurance practice with strong income potential, while helping clients achieve financial security and enjoy a flexible schedule. The organization provides extensive guidance, encouragement, and training for those pursuing this path. As a licensed financial services professional, you will help individuals plan for their futures, addressing questions about retirement planning, funding a college education, and wealth transfer to heirs.

Responsibilities

• Meeting and contacting new potential clients to discuss financial concerns and needs
• Conducting informational gathering meetings with clients
• Analyzing client needs and presenting potential financial sales solutions
• Providing ongoing service to clients
• Developing and implementing personal business and marketing plans
• Ongoing development of professional skills and knowledge

Qualifications

• College degree preferred
• Previous sales experience a plus
• Life and health licenses within 30 days of acceptance (company will pay for costs)
• Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision
• Organized, detail-oriented, and excellent time-management skills
• Strong sales, analytical, decision-making, interpersonal, leadership and communications skills
• Ability to work in a team-based environment

Training and Development

NYLIC University offers one of the most comprehensive and well-regarded training programs in the industry, complemented by ongoing professional development opportunities.

What You’ll Experience

• Enjoying a flexible lifestyle
• Working toward personal and professional financial growth
• Pursuing an opportunity for very high income
• Providing a valuable service to others in your community
• Opportunity to move into the Fast Track Management program within 2 years for qualified applicants

Benefits and Plan Details

• Defined Benefit Pension Plan
• 401(k) Saving Plan
• Health/Dental/Life/Disability Insurance
• Continuing education reimbursement
• Reimbursement for industry designations
• Discounts from major wireless carriers
• Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason.

About the Company

New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates offer a broad range of securities products and services, as well as institutional and retail mutual funds.

Experience and Employment Details

• Required experience: Sales: 1 year
• Job Type: Full-time

Compensation and Location

Pay: $75,000.00 - $100,000.00 per year

Work Location: In person

Location: Melville, NY