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Financial PLAnner

New York Life

Financial PLAnner

Wichita, KS
Full Time
Paid
  • Responsibilities

    What is your five-year plan? How productive was your last five years? Conflicted with a desire to step out to fulfill your dreams of running your own practice but enjoy the security being part of a larger, more stable establishment? As a Financial Professional for New York Life, these two worlds seamlessly coexist, opening doors for the entrepreneurial to run your own practice while securely embedded within a Fortune 500 company with 174 years of market experience. Join our team of like-minded entrepreneurs. Exchange innovative solutions and ideas to access an expansive portfolio of powerful sales tools designed to multiply and broaden outreach to your client base. We are here to help you grow your client base and secure client satisfaction and loyalty. Grow your career, and not by yourself. Training, Development Benefits: New York Life combines the latest in cutting-edge blended training and development programs designed for a flexible schedule for this type of role, which can make a significant impact to the vision for your 5-year plan. The NYL multifaceted system includes: • Hands-on mentor training with leading industry experts. • In conjunction with in-office training, access to New York Life’s online learning portal which houses a comprehensive user-friendly learning experience accessible anytime, anywhere, and from any device. LEARN WHEN AND HOW YOU WANT! • Ctrl+Click the link below to see the Financial Professional Agent benefits for this role https://www.nylbenefits.com/agents • Hands-on mentor training with leading industry experts. • We have Fast Track to Management opportunities for qualified professionals once established in the career.New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.SMRU 1827571 Exp 7/1/2020 NEW YORK LIFE IS THE LARGEST MUTUAL INSURER IN THE U.S.: 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/. Responsibilities: What is expected of our Agents? • Promote customized ways for clients to achieve their long-term financial goals. • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients. • Providing compassion and guidance to clients when unfortunate life circumstances arise. • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time. • Ability to understand the needs and financial concerns of clients. • Ability to meet new people and have them agree to meet with you professionally. Qualifications: YOUR SKILLS AND EXPERIENCE: • 4-year College Degree/ or equivalent work experience • Strong interpersonal skills, customer service focused, will go the “extra mile” • Articulate communicator both verbally and written • Prior sales and/or business experience preferred • High entrepreneurial focus, confident self-starter, innate problem solver, committed lifetime learner • Fully capable of working individually, highly adaptable to a team environment Compensation: $75,000 - $100,000 per year

    • What is expected of our Agents? • Promote customized ways for clients to achieve their long-term financial goals. • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients. • Providing compassion and guidance to clients when unfortunate life circumstances arise. • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time. • Ability to understand the needs and financial concerns of clients. • Ability to meet new people and have them agree to meet with you professionally.

  • Industry
    Financial Services