Personal Financial Planner

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. Responsibilities: • 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 Qualifications: • 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 Compensation: $75,000 - $150,000 at plan earnings

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Compensation:
$75,000-$150,000 per year