Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound 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. Careers with New York Life offer independence, upside income, defined advancement opportunities, paid training and education, and impact in client's lives and communities. If you are interested in a bigger, better future, apply today! 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. Responsibilities: • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional Qualifications: • Ability to successfully network to prospect new potential clients is a must • Must possess uncompromising integrity and the ability to communicate complex ideas • Must have effective relationship management skills • Current insurance and/or investment licenses are a plus Compensation: $80,000 - $100,000 at plan
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