Entry-Level Financial Services Representative

New York Life Charlotte General Office

Entry-Level Financial Services Representative

Charlotte, NC
Full Time
Paid
  • Responsibilities

    Individuals who are dedicated to positively influencing people's financial well-being, including individuals, families, and small businesses, are what we are seeking. This role offers more than just a sales position; it is a career filled with purpose and potential. You will provide clients with reassurance and guidance on complex financial matters like retirement savings and college planning. As a financial services representative, you will have the chance to witness the long-term impact of your work, both professionally and personally, alongside your clients. Your earnings are within your control, as we offer a commission-based payment structure that allows you to determine your income. We provide a 1st Year Activity Stipend of up to 26,000. In 2022, our 12,000 agents earned an average of $124,000. Your salary will reflect your performance, with additional benefits such as healthcare, dental, vision, a 401(k), and a pension. Responsibilities: • Service your book of business to maintain the client's financial plan • Network in the community to educate people on our products and services • Learn sound prospecting methods • Expand your network through proven name-gathering strategies • Attend training and development courses • Maintain valid North Carolina Life and Health Licenses • Obtain more licenses to grow your business (SIE, S6 or S7, & S63) • Work with businesses, families, and individuals Qualifications: Have the following attributes: • Resilience • Coachable • Goal-Oriented • Driven • Ability to connect with others well • Willingness to complete a self-paced training program Compensation: $70,000 - $124,800 at plan yearly

    • Service your book of business to maintain the client's financial plan • Network in the community to educate people on our products and services • Learn sound prospecting methods • Expand your network through proven name-gathering strategies • Attend training and development courses • Maintain valid North Carolina Life and Health Licenses • Obtain more licenses to grow your business (SIE, S6 or S7, & S63) • Work with businesses, families, and individuals