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Financial Respresentative

New York Life - Kenneth Lee

Financial Respresentative

Irvine, CA
Full Time
Paid
  • Responsibilities

    New York Life, a Fortune 100 Company, is currently seeking self-motivated, driven individuals with enterprising spirits, integrity, and a passion for making a positive impact on people’s lives. We provide comprehensive training, resources, and specialized marketing support for your long-term success. New York Life offers life insurance, retirement income, investments, long-term care insurance, annuities, and small business solutions. Career Description: We are expanding our presence in the Los Angeles/Orange County metro area. Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice. You will be in business for yourself - but never by yourself. Qualifications: We require highly motivated, enterprising individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Facts: New York Life is among the strongest and most respected financial companies in America today. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from A.M. Best (A++), Standard and Poor's (AA+), Moody's Service (Aaa), and Fitch (AAA) as of August 11, 2017. For 66 consecutive years, we have led the Million Dollar Round Table with more members than any other financial institution in the world. Mission: Our mission is to provide financial security and peace of mind through our insurance, annuity, and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer Apply today! Responsibilities: • Educating potential clients on the products and services we offer at New York Life • Identifying and Working with Centers of Influence in the Community and Natural Market • Entrepreneurial Spirit and Self Driven personality • Growing Network and Attending Community events • Offering educational meetings, seminars, and webinars to gain new clients • Prospecting for new Clients in various social and Networking groups • Educating contacts about what you do to ask for referrals in their market • Customizing strategies for Clients • Using social media and other marketing tools to Prospect (FB Business and Linked-In) • Building long-term relationships with clients and keeping relationships strong through consistent correspondence • Using the CRM database to organize your business and do a Relationship Marketing program through digital mailers Qualifications: • Motivated and Driven to achieve Personal Goals • Coachable Personality to foster constant Learning • Social nature, with the ability to form long-lasting relationships • Networking Mentality and Creative Marketing strategies • Resiliency to keep on Working through challenges and obstacles • Great Familiarity with Social Media and Social Listening • Great Communication Skills - both verbal and written • Works well independently and as part of a Team • Sales or Business experience is a definite plus, but not required • Focus on the needs of the Client, and build a long-term relationship • Integrity and the Motivation to Help People and make their lives better • Disciplined to attend Weekly meetings and classes • Strong focus to stick to an organized Calendar • Bi-Lingual and Cultural Experience is a definite plus Compensation: $80,000 - $135,000 at plan yearly

    • Educating potential clients on the products and services we offer at New York Life • Identifying and Working with Centers of Influence in the Community and Natural Market • Entrepreneurial Spirit and Self Driven personality • Growing Network and Attending Community events • Offering educational meetings, seminars, and webinars to gain new clients • Prospecting for new Clients in various social and Networking groups • Educating contacts about what you do to ask for referrals in their market • Customizing strategies for Clients • Using social media and other marketing tools to Prospect (FB Business and Linked-In) • Building long-term relationships with clients and keeping relationships strong through consistent correspondence • Using the CRM database to organize your business and do a Relationship Marketing program through digital mailers