Entry Level Financial Professional

Job Brief:

What is your five-year plan? How productive was your last five years? Conflicted with a desire to step out to fulfill your dreams of running your own practice but enjoy the security of being part of a larger tried, tested and approved establishment?

As a Financial Professional for New York Life, these two worlds seamlessly coexist, opening doors for the entrepreneurial to run your own practice while securely embedded within a Fortune 500 company with 174 years of market experience. Join the teams of likeminded entrepreneurs.

Exchange innovative solutions and ideas, access an expansive portfolio of powerful sales tools designed to multiply and broaden outreach to your client base, to help you grow your client base and help secure client satisfaction and customer loyalty.

Responsibilities:

1. Ability to understand the needs and financial concerns of clients.
2. Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/circumstances they may encounter.
3. Promote customized ways for clients to achieve their long-term financial goals.
4. Cultivating relationships, with a view to helping every family member or individual pursue financial security.
5. Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
6. Providing compassion and guidance to clients when unfortunate life circumstances arise.
7. Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time.

Skills Required:

1. 4-year College Degree
2. Strong interpersonal skills, customer service focused, doesn’t sweat the “extra mile”
3. Articulate communicator both verbally and written
4. Prior sales and/or business experience preferred
5. High entrepreneurial focus, confident self-starter, innate problem solver, committed lifetime learner
6. Fully capable of working individually, highly adaptable to a team environment

Training, Development & Benefits

New York Life combines the latest in cutting edge blended training and development programs designed for a flexible schedule for this type of role, which can make a significant impact on the vision for your 5 career year plan.

The NYL multifaceted system includes:

1. In conjunction with in-office training, access to New York Life’s online learning portal which houses a comprehensive user-friendly learning experience accessible anytime, anywhere and from any device. Learn when and how you want!
2. Fast Track to Management opportunities for qualified professionals once established in the career.

About New York Life

As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 in 2019 on the Fortune 500.

New York Life is the Largest Mutual Insurer in the U.S. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+). We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries.

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.