Financial Professional - Advisor

Description

At New York Life, you control your career. Independence with robust support. It's truly the best of both worlds! You have the opportunity to expand and grow your practice, backed by a company that has been a leader in the industry for 181 years.

New York Life is the largest mutual life insurance company in the United States. Our brokerage arm, NYLIFE Securities, and Eagle Strategies, our advisory arm, offer flexibility and independence. You are able to assist clients as their needs arise and change. Already have a client base? No problem, you can add the power of New York Life to your practice.

What We Offer

Training & Development: We equip and train you at any level with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations.

Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services, estate planning strategies, and business solutions. Earn financial designations; we have a pathway for that, too.

Human Guidance: When you join New York Life, you'll have a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow professionals. A team of specialists is available to help you and the clients from protection to advanced planning.

Responsibilities

• Expand and grow your practice!
• Engage and network within your community and organizations to expand your brand
• Work with families and professionals to establish and implement financial strategies to achieve and protect their goals.
• Educate clients with the resources and solutions to help prepare for the unexpected life events/circumstances
• Be active in the community, networking to build and expand your personal brand
• Work with business owners to implement strategies for tax diversification, employee retention, and succession planning
• Earn financial designations through our practice module program with the American College of Financial Services and our scholarships.
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
• Build a network of centers of influence and referral partners

Qualifications

• Uncompromising integrity
• Results driven
• Track record of growth and success
• Strong communication skills
• Strong history of business development
• Ability to originate and nurture leads
• Ability to successfully develop centers of influence
• Sales experience is strongly preferred
• Valid life and health license, preferred
• Valid FINRA Series 6 or 7 & 63/65 or 66, preferred
• Determination and drive are a must
• Ability to apply processes and make their own