Personal Financial Planner

Job Description

Job Description

At New York Life, we're committed to empowering you with the tools and support needed to elevate your career as a Personal Financial Planner. By joining our team, you'll tap into the strength and respect of a globally recognized financial leader. Your role will focus on building lasting client relationships and developing personalized strategies that enhance each individual's financial security. We value collaboration and innovation, providing a dynamic environment where your growth is our priority.

You'll have the opportunity to leverage our industry-leading resources and comprehensive benefits, including medical, dental, and vision coverage. As a trusted advisor, you'll play a vital role in shaping the financial futures of the clients, supported by our commitment to diversity and inclusion. If you're ready to make a meaningful impact and grow with us, we invite you to apply and start this rewarding journey today.

$75,000 - $150,000 at plan earnings

• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
• Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs

• Excellent communication, customer service, analytical, and interpersonal skills are necessary
• Insurance license required
• Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
• High school diploma required; bachelor’s degree preferred
• Experience with accounting and or sales lead software is a plus

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.

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- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see