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. Become part of the New York Life team as a driven financial services professional dedicated to making a positive impact on the lives of others. We are committed to supporting your career growth while you help clients access a wide range of financial solutions designed to build a sustainable path toward a secure 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 of 7/30/18.

Responsibilities:

• Conduct educational meetings and seminars to deliver tailored financial advice and strategies aligned with each client’s risk tolerance and objectives.
• Assist clients in implementing recommendations, including life insurance, savings plans, mutual funds, and other financial solutions.
• Organize and analyze client financial data in a CRM system to evaluate their current position, goals, cash flow, and long-term expectations.
• Proactively identify and cultivate new prospects through social media and marketing initiatives, building lasting relationships as a trusted advisor.
• Develop customized financial strategies that reflect each client’s life circumstances and objectives, leveraging a full suite of products and services.

Qualifications:

• Proven experience in building and maintaining strong client relationships is essential.
• Ability to effectively network and generate new business opportunities is required.
• Must demonstrate unwavering integrity and the capability to clearly convey complex concepts.
• Strong strategic thinking and problem-solving skills with a results-oriented mindset.
• Exceptional communication and presentation abilities to engage diverse stakeholders.

About Company: 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.

Job Tags

Full time, Part time, Immediate start,

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