Entry-Level Financial Advisor
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.
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 /
Compensation :
$80,000 - $110,000 yearly
Responsibilities :
- Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
- Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
- Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
- Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
- 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
Qualifications :
- Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
- Strong relationship management skills and / or experience required
- Ability to successfully network to prospect new potential clients is a must
About Company
New York Life is an Equal Opportunity Employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity 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.
Entry Level Financial Advisor
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 doing the right thing in business and society.
Everything we do has one overriding purpose : to be there when our policy owners need us.
We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a life insurance agent while helping clients achieve their financial goals.
Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses toward the financial strategy that is right for them.
When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by its customers its first priority.
Training, Development & Benefits : Our training program extends beyond the virtual and physical classroom, as our agents learn best by doing.
Every office has a dedicated sales-support team, consisting of our management team and in-office sales management trainers, who work with agents step-by-step to ensure they’ve honed the necessary skills to meet their goals and effectively service their clients.
We carry those values throughout all efforts across the 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), 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 Advisors 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.
- Source : Individual Third Party Ratings Reports as 7 / 30 / 18.
- 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
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 /
Our new blended training and development program is designed to work with your schedule and in this type of role that makes all the difference.
Our multifaceted system includes :
In conjunction with in-office trainings; a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere, and from any device.
Learn when and how you want!
Once established in the career, Fast Track to Management opportunities for qualified professionals
Compensation : $70,000 - $100,000
$70,000 - $100,000
Responsibilities :
- Help clients achieve their financial goals by presenting a breadth of solutions offered by our competitive suite of products and services
- Deliver responsible business planning, insurance, and retirement education via options for high-quality life insurance, fixed annuities, securities, long-term care insurance, and other related products
- Seek and reach out to potential clients to learn about their financial circumstances and goals
- Develop and employ marketing and business plans to grow your client base
- Secure optional licenses for selling securities and investments products for wealth management and advanced planning
Qualifications :
- Leverage personal networks and contacts and engage your community to identify prospects
- Solid business expertise and knowledge a must
- Articulate complicated concepts using superb written and verbal communication skills
- Growth mindset and sales experience strongly preferred
- Uncompromising integrity and responsibility required
About Company
New York Life is an Equal Opportunity Employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity 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.