Financial Services Professional
New York Life ORLANDO
Orlando, FL US
Posted ago
New York Life ORLANDO

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 the comprehensive array of 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 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.

Responsibilities

Responsibilities
 

  • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
  • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
  • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
  • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products

 

Qualifications

Qualifications

  • Must have the ability to successfully network and prospect for new clients
  • Must possess uncompromising integrity and the ability to communicate complex ideas
  • Must have effective relationship management skills



Compensation
$55,000 -$ 80,000 yearly
About New York Life ORLANDO

We offer full medical benefits (health,vision, dental), 401k and pension plan.

Our extensive resources include:

• Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses

• Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support

• A team of highly-trained, experienced product consultants to support your agents’ client acquisition needs About New York Life

We are among the strongest and most respected financial companies in America today, ranking #71 on the prestigious Fortune 500 list.

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