Financial Sales Professional

As a Financial Sales Professional with New York Life, you’ll become part of a legacy of integrity and service that dates back to 1875. Our mission is simple: we provide peace of mind through our insurance, annuity, and investment solutions, ensuring financial security for clients. You’ll be empowered to make a difference in the lives of others by offering sustainable financial solutions, all while building a rewarding career for yourself. New York Life stands out with a comprehensive three-year training program, marketing support, and technical assistance to help you succeed. Work alongside accomplished professionals and benefit from a wealth of resources offered by a Fortune 100 company. Enjoy immediate eligibility for medical, dental, vision, long-term disability, and group term life insurance. Let’s shape a future where you thrive professionally while making a meaningful impact in your community. Responsibilities: • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances • 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 • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice Qualifications: • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required • Must have the ability to successfully network and prospect for new clients • Relationship management skills are required Compensation: $75,000 - $125,000 commission training allowance bonus - benefits

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Compensation:
$75,000-$125,000 per year