Financial Advisor / Insurance professional

As a licensed financial services professional with New York Life Insurance Company, you build a financial sales and insurance practice, assist clients with retirement and college funding planning, and benefit from thorough training, ongoing guidance, and a flexible schedule with strong earning potential.

Responsibilities

• Meeting and contacting new potential clients to discuss financial concerns and needs
• Conducting informational gathering meetings with clients
• Analyzing client needs and presenting potential financial sales solutions
• Providing ongoing service to clients
• Developing and implementing personal business and marketing plans
• Ongoing development of professional skills and knowledge

Requirements

• College degree preferred
• Previous sales experience a plus
• Life and health licenses within 30 days of acceptance (company will pay for costs)
• Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision
• Organized, detail-oriented, and excellent time-management skills
• Strong sales, analytical, decision-making, interpersonal, leadership and communications skills
• Ability to work in a team-based environment

Insurance and Financial Sales Professional Qualifications

• College degree preferred
• Sales experience is advantageous
• Life and health licenses within 30 days of joining; costs covered by the company
• Highly self-motivated, disciplined, capable of working with minimal supervision
• Organized and detail-oriented with strong time-management capabilities
• Strong sales, analytical, decision-making, interpersonal, leadership and communication skills
• Able to operate effectively within a team environment

What You'll Experience Here at New York Life

• A flexible lifestyle that supports balance
• Opportunities for personal and professional financial growth
• Potential for high earnings within the role
• Giving back through valuable service to the community
• Fast Track Management program available within two years for qualified applicants

Training

NYLIC University is a cornerstone of professional development, widely regarded as one of the industry's most extensive training platforms. The position includes a robust benefits package to support ongoing growth, including a defined benefit pension plan, a 401(k) savings plan, comprehensive health, dental, life and disability coverage, continuing education reimbursement, reimbursement for industry designations, and discounts from major wireless carriers.

Required Experience

• Sales experience: 1 year

Benefits

• Defined Benefit Pension Plan*
• 401(k) Savings Plan
• Health, Dental, Life, and Disability Insurance
• Continuing education reimbursement
• Reimbursement for industry designations
• Discounts from major wireless carriers
• Vision insurance