Entry Level Financial Advisor

Job Description

Job Description

*This is a HYBRID position- you may work remotely with the expectation to work in our Bellevue, WA office one day a week.*

Are you a leader who has the following traits?

• Competitive
• Entrepreneurial
• Coachable
• Communicative
• Self-disciplined
• Authentic
• If the answer is yes to the above, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial service industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for:

• We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

What we offer:

• Training and development - We’ll equip and train you 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. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.
• 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 your clients with web, social, and email content.
• Products and 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 arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your 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 by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions.
• Human guidance - When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

How we will compensate you:

• You have the power to determine your own income with our commission-based compensation. The average income of our agents under the N8 and N9 Agent’s Contract who meet annual minimum sales production requirements is $124,000.
• Individual agent performance will determine your income.
• Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.

Responsibilities

• Manage client accounts by building strong relationships and ensuring satisfaction with services provided.
• Conduct warm calls to identify new business opportunities and nurture leads.
• Collaborate with the marketing team to develop strategies that enhance sales and promote services.
• Utilize negotiation skills to close deals and drive revenue growth.
• Analyze market trends to inform business development initiatives and enhance competitive positioning.
• Lead sales presentations and effectively communicate value propositions to clients.

Qualifications

• Proven experience in account management and sales, with a strong emphasis on B2B sales and business development.
• Excellent leadership and communication skills, complemented by negotiation expertise.
• Familiarity with marketing strategies and technology sales, particularly using Salesforce.
• Strong analytical skills and experience in warm calling to build and maintain client relationships.