Licensed Financial Services Professional

New York Life - Kansas City

Licensed Financial Services Professional

Kansas City, MO
Full Time
Paid
  • Responsibilities

    Join a company where your expertise is valued and growth is a cornerstone. At New York Life, we're not just about insurance; we're about building futures. As a Licensed Financial Services Professional, you'll empower clients by providing tailored financial strategies that ensure security and growth. You'll be part of a pioneering industry leader, renowned for its unwavering financial strength and a legacy of stability since 1845. Our mutual company structure means we're owned by our policyholders, not shareholders, allowing us to prioritize the needs of those we serve. You'll enjoy unparalleled career advancement opportunities and a supportive work culture that champions innovation and employee development. We offer competitive benefits and the chance to work with a dedicated team committed to excellence. Here, your contributions matter, and your growth is our priority. Join us at New York Life, and let's build a future together that you can be proud of. 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