Financial Consultant

Job Description

Job Description

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.

Join the New York Life team as a motivated financial services professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.

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
Compensation:

$80,000 - $100,000 at plan

Responsibilities:

• 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
• 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
• Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services

• Hire, develop, and help us expand our field of advisors across the state

• Lead and motivate our sales team by setting a sales plan for each sales associate, identifying individual sales targets, and overseeing training programs to make sure they’re successful

• Coach and counsel your sales team members, evaluate their performance, and offer suggestions for improvement

• Identify new sales opportunities, emerging markets, and lead-generation programs to keep us growing

• Build and execute business plans to expand our sales volume and help create new sales goals

• Aid Agents in presenting client solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds

• Transition into management as an Associate Partner once you have achieved the program requirements

• Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals

• Select, hire, and grow your financial professional team as an Associate Partner

• Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program

Qualifications:

• Ability to successfully network to prospect new potential clients is a must
• Strong relationship management skills and/or experience required
• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required

• 3-5 years of experience in insurance or investment sales management as a sales executive or in a leadership role in the sales department
• Exemplary communication skills, leadership skills, and analytical skills
• Proven track record of sales success
• Experience in the financial services industry and/or insurance industry is required
• Sales experience needed
• Experience in the financial services industry and/or insurance industry is required

If you are:

• Highly motivated
• Goal-oriented
• A strong communicator
• Organized
• Seeking a rewarding and challenging career

We would like to learn more about you!

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of the clients.

Awards Accolades...

We’re proud of our financial strength.

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard Poor’s)