New York Life Insurance - Central Florida
Financial Services Professional (Bilingual) - Central Florida
New York Life Insurance - Central Florida, Florida, New York, United States
Overview
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 growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, prospecting and technical assistance, and resources to work with highly successful agents and managers who help develop 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 and has received top financial strength ratings from major rating agencies. The company has been recognized for its industry leadership and is associated with MDRT. Financial services are offered through affiliated entities as described in the original materials. Responsibilities: Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products Create customized financial plans using the products and services offered based on each client’s potential life and financial needs 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 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 Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan What You’ll Do: Help individuals, families, and business owners plan for their financial futures Offer life insurance, annuities, retirement plans, long-term care, disability coverage, and investment solutions Build long-term relationships with clients based on trust and personalized guidance Operate with autonomy and flexibility, supported by an award-winning team Qualifications: Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity Ability to successfully network to prospect new potential clients is a must Must have effective relationship management skills Who We’re Looking For: Background in financial services, insurance, real estate, banking, or sales Insurance license (State 215) and/or FINRA registrations (or willingness to obtain) Business mindset with strong communication skills Self-motivated, organized, and driven to help others Bilingual in Spanish or Portuguese is a strong plus, but not required Compensation: $50,000 - $125,000 yearly
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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 growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, prospecting and technical assistance, and resources to work with highly successful agents and managers who help develop 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 and has received top financial strength ratings from major rating agencies. The company has been recognized for its industry leadership and is associated with MDRT. Financial services are offered through affiliated entities as described in the original materials. Responsibilities: Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products Create customized financial plans using the products and services offered based on each client’s potential life and financial needs 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 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 Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan What You’ll Do: Help individuals, families, and business owners plan for their financial futures Offer life insurance, annuities, retirement plans, long-term care, disability coverage, and investment solutions Build long-term relationships with clients based on trust and personalized guidance Operate with autonomy and flexibility, supported by an award-winning team Qualifications: Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity Ability to successfully network to prospect new potential clients is a must Must have effective relationship management skills Who We’re Looking For: Background in financial services, insurance, real estate, banking, or sales Insurance license (State 215) and/or FINRA registrations (or willingness to obtain) Business mindset with strong communication skills Self-motivated, organized, and driven to help others Bilingual in Spanish or Portuguese is a strong plus, but not required Compensation: $50,000 - $125,000 yearly
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