Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through a wide array of insurance and financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive two year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected insurance and financial companies in the U.S. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 66 consecutive years, New York Life has led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2021 3 . 1 Source: Individual Third Party Ratings Reports for financial strength as of 10/15/2020 2 Source: MDRT, July 2020. The Million Dollar Round Table (MDRT) is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. 3 New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. For methodologies, please visit Fortune at https://fortune.com/franchise-list-page/methodology-worlds-most-admired-companies-2021/ New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity. Responsibilities: • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial professional • Develop and implement tailored financial strategies using our array of services while considering each client’s financial needs and life circumstances • Collect and organize each client’s financial information using a Customer Relationship Management system to determine financial status, financial goals, cash flow needs, and financial expectations • Provide recommendations to clients for retirement savings, life insurance, and other financial products • Analyze and provide solutions through individual meetings that are suitable based on client needs and financial objectives Qualifications: • Required to effectively network to identify potential new clients • Relationship management skills are required • Must possess uncompromising integrity and the ability to communicate complex ideas Compensation: $77,845 - $128,174 at Plan per year
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial professional • Develop and implement tailored financial strategies using our array of services while considering each client’s financial needs and life circumstances • Collect and organize each client’s financial information using a Customer Relationship Management system to determine financial status, financial goals, cash flow needs, and financial expectations • Provide recommendations to clients for retirement savings, life insurance, and other financial products • Analyze and provide solutions through individual meetings that are suitable based on client needs and financial objectives