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 peoples lives. Through the comprehensive array of financial products and services we offer, youll 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. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating agencies: A.M. Best (A++), Standard & Poors (AA+), Moodys (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have also been recognized as one of Fortune Magazines "Worlds Most Admired Companies" 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. We are an 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. We reserve the right to amend or terminate any benefit plans, in whole or in part, at any time.
Responsibilities
- Assess each clients potential life and financial needs to create an individualized financial plan leveraging our products and services.
- Employ a research-based approach to providing financial advice based on educational meetings and seminars centered on client risk tolerance and financial goals.
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
- Identify, seek out, and generate prospects continuously using social media or other marketing tools and establish strong relationships with new clients as their trusted advisor.
- Collect and organize each clients financial information using a CRM to determine financial status, goals, cash flow, and expectations.
Qualifications
- Strong relationship management skills and/or experience required.
- Ability to successfully network to prospect new potential clients.
- Must possess uncompromising integrity and the ability to communicate complex ideas effectively.
Compensation
$60,000 - $100,000 yearly
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