Financial Advisor
New York Life Insurance Company
Charlotte, NC US
Posted ago
New York Life Insurance Company

We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So, if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.

Job description

New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long-term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds.

As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:

  • Highly self-motivated and self-disciplined with the ability to work effectively and independently
  • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
  • Fearless, positive attitude and willingness to be accountable for results
  • Organized, detail-oriented, and excellent time-management skills
  • The desire for continuous learning
  • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

As a New York Life Financial Services Representative, you'll be offering high-quality financial products for insurance and retirement planning needs. You will also:

  • Develop and implement business and marketing plans
  • Prospect for potential clients
  • Discuss financial concerns and needs of individuals
  • Present potential solutions using our world-class suite of products and services
  • Develop your professional skills and knowledge


Here’s what you’ll do:

  • Build relationships with clients beyond a financial/transnational basis.
  • Develop your professional skills and sales knowledge.
  • Develop and implement business and marketing plans.
  • Prospect for potential clients.
  • Schedule appointments and meet with clients.
  • Discuss financial concerns and needs of individuals.
  • Present potential solutions using our world-class suite of products and services.
  • Provide ongoing support to existing clients.

Benefits: Health/Dental/Life/Disability 401(k) plan after one year of service and Pension Plan Continuing education reimbursement for industry designations

Training: NYLIC University: One of the most comprehensive and well-respected training programs in the industry

Responsibilities

As a New York Life Financial Services Representative, you'll be offering high-quality financial products for insurance and retirement planning needs. You will also:

  • Develop and implement business and marketing plans
  • Prospect for potential clients
  • Discuss financial concerns and needs of individuals
  • Present potential solutions using our world-class suite of products and services
  • Develop your professional skills and knowledge


Here’s what you’ll do:



  • Build relationships with clients beyond a financial/transnational basis.
  • Develop your professional skills and sales knowledge.
  • Develop and implement business and marketing plans.
  • Prospect for potential clients.
  • Schedule appointments and meet with clients.
  • Discuss financial concerns and needs of individuals.
  • Present potential solutions using our world-class suite of products and services.
  • Provide ongoing support to existing clients.


Qualifications

Qualifications:

  • Organized, detail-oriented, and excellent time management skills.
  • Strong sales, leadership, and communication skills.
  • Ability to work in a team-based environment.
  • College Degree preferred.
  • Sales experience preferred
  • Highly self-motivated and self-disciplined.
  • Relationship building and networking abilities.

Compensation
$20,000 - 60,000 yearly
About New York Life Insurance Company

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 & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA) as of August 9, 2016. For 62 consecutive years, we have led the Million Dollar Round Table with more members than any other financial institution in the world.

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