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Entry-Level Financial Services Representative

New York Life Charlotte General Office

Entry-Level Financial Services Representative

Charlotte, NC
Full Time
Paid
  • Responsibilities

    What we’re looking for... We are searching for individuals who are passionate about making a great and lasting impact on the financial health of individuals, families, and small companies. This is not merely a sales job—but a career with reason and opportunity. You will offer assurance to clients while assisting them to face challenges that often prove difficult and confusing, such as saving for retirement and getting ready for college. As a financial services representative, you have the opportunity to witness the positive effect of your work for years to come. You may grow professionally and personally, along with your clients. How will we compensate you? You have the ability to decide your own earnings using our commission-centered payment. A 1st Year Activity Stipend of up to $26,000 is provided. In 2022, the average income from our 12,000 agents was $124,000. This salary will depend on individual performance. Further benefits comprise of 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