Licensed Experienced Financial Professional

New York Life - Kansas City

Licensed Experienced Financial Professional

Kansas City, MO
Full Time
Paid
  • Responsibilities

    Join us at New York Life, a company with a legacy of stability and trust since 1845. As the largest mutual life insurer in the U.S., we're owned by our policyholders, not shareholders, ensuring that our focus is always on you and your growth. We're seeking a dedicated Licensed Experienced Financial Professional to be part of our team, where you'll have the opportunity to shape the future and make a meaningful impact on clients' lives. With top financial strength ratings from major credit agencies, you'll work within a company that supports your success through unwavering financial strength and a commitment to innovation. In this role, you'll leverage your expertise to provide clients with sound financial advice, helping them achieve their long-term goals. We'll empower you with competitive benefits and a supportive work culture that values your voice and encourages your professional development. If you're ready to contribute to a team that prioritizes employee growth and offers tangible career progression opportunities, we'd love to hear from you. Join a dynamic environment where your skills are recognized and your potential is limitless. Responsibilities: • Build and maintain long-term relationships with individuals, families, and businesses to provide tailored financial strategies. • Conduct client needs assessments to help identify goals in areas such as retirement, investments, business planning, and estate planning. • Educate clients on insurance, investment, and retirement solutions offered by New York Life and its affiliates. • Develop and implement customized strategies that help clients achieve financial security and peace of mind. • Proactively prospect and network to grow a client base within the community. • Maintain a high level of ethics, professionalism, and compliance with industry standards and company policies. • Continuously develop knowledge and expertise through ongoing training and professional development. Qualifications: • Bachelor’s degree preferred, but not required — strong consideration given to proven sales, leadership, or business-minded experience. • Life and Health Insurance License (must be obtained prior to starting). • Ability and willingness to pursue required securities registrations: • Path 1: SIE + Series 6 63. • Path 2: SIE + Series 7 66. • Strong communication and relationship-building skills with a servant-leadership mindset. • Driven, disciplined, and highly motivated by performance-based rewards. • Ability to work independently while also thriving within a team-oriented culture. • Commitment to personal integrity, professional growth, and community impact. Compensation: $75,000 - $105,000 yearly

    • Build and maintain long-term relationships with individuals, families, and businesses to provide tailored financial strategies. • Conduct client needs assessments to help identify goals in areas such as retirement, investments, business planning, and estate planning. • Educate clients on insurance, investment, and retirement solutions offered by New York Life and its affiliates. • Develop and implement customized strategies that help clients achieve financial security and peace of mind. • Proactively prospect and network to grow a client base within the community. • Maintain a high level of ethics, professionalism, and compliance with industry standards and company policies. • Continuously develop knowledge and expertise through ongoing training and professional development.

  • Compensation
    $75,000-$105,000 per year