Financial Service Professional
New York Life - Atlanta Region
Atlanta, GA US
Posted ago
New York Life - Atlanta Region

The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York life you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career while being aligned with a company where hard work is valued and rewarded. Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs.

Responsibilities

  • Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members


Qualifications

  • 4-year College Degree
  • The candidate must be an accomplished communicator with strong verbal and written skills
  • Prior sales and/or business experience preferred
  • Go-getter mindset
  • Strong desire to help others
  • It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment

Compensation
$70,000 - $100,000 at Plan per year
About New York Life - Atlanta Region

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We had over 170 years of industry success. Some of our accolades include:

·    A promise to work with you to build a strong financial future for both you and your clients

·    #71 on Fortune 100 in 2019

·    Most MDRT members in any United States Mutual company 2019

·    Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18

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