Financial Services Professional
New York Life - Wichita
Wichita, KS US
Posted ago
New York Life - Wichita

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.

Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.

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 one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

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

1-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.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019

4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/

Responsibilities
  • 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
  • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
  • 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

  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Qualifications
  • Ability to successfully network to prospect new potential clients is a must
  • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
  • Strong relationship management skills and/or experience required

  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Though not required, a valid FINRA Series 7 and 63/66 license is considered a plus

Traits of our most successful Associates:

  • Passion to help people
  • Integrity
  • Attitude for success
  • Enthusiasm
  • Self-discipline
  • Resilience
  • Goal-Oriented
  • Coachable

Compensation
$50,000 - $80,000 at plan,yearly
About New York Life - Wichita

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests 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

APPLY NOW
Acceptable file formats include .doc, .docx, .pdf, .txt.
By applying, you consent to WizeHire's Privacy Policy.