Financial Consultant
New York Life & NYLIFE Securities
Portland, ME US
Posted ago
New York Life & NYLIFE Securities

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.

Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.

Training, Support, and Professional Development: New York Life offers a comprehensive three-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 financial companies in the world. 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 65 consecutive years, we have 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 the “#1 World’s Most Admired Company” in our industry by Fortune Magazine for 2021.

Financial Service Professionals 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 M/F/D/V

Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

1- Source: Individual Third Party Ratings Reports as 7/30/20.

2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2020

3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/21. For methodology, please see http://fortune.com/fortune500/

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 service professional
  • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
  • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances
  • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
  • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
Qualifications
  • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
  • Must have the ability to successfully network and prospect for new clients

  • Sales or management experience preferred
  • Socially mobile, philanthropic or cause oriented
  • Coachable and willing to work in a teaming culture of mentorship and shared success
  • Highly motivated, entrepreneurial and desires a high income based on one's performance
  • Masters Degree, MBA, JD, CPA, CFP or CFA preferred
  • FINRA Series 6, 7, 63, 65, 66, 24 preferred
  • Equal Opportunity Employer M/F/V/D/Sexual Orientation/Gender Idendity 

Compensation
$50,000-$74,000
About New York Life & NYLIFE Securities

New York Life is among the strongest and respected financial companies, consistently appearing on the Fortune 100 list. Founded in 1845, we have earned the highest ratings from each of the four major rating companies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For 67 consecutive years, we led the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for sales performance in the financial services industry.

New York Life is recognized as: 

  • #1 in 2021 Fortune World’s Most Admired Companies for Insurance Fortune Magazine 
  •  #1 in Best Annuity Provider Category – JD Power Award 2020 
  • Top Companies for Learning and Development – Training Magazine 2021
  • America’s Best Employers for Diversity – Forbes 2019

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