Entry-Level Financial Service Professional

New York Life; Melville (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

New York Life is expanding its team and seeking a motivated financial service professional to offer a broad range of wealth and protection products to help clients build solid financial foundations and reach their monetary goals. The role includes training, marketing support, and ongoing development with resources typical of a Fortune 100 company.

We provide a three-year training program and access to established agents and managers to help you grow a clientele while working with highly

Qualifications

• Ability to successfully network to prospect new potential clients is a must.
• Must have effective relationship management skills.
• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required.

Responsibilities

• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer.
• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives.
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
• Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.

Skills

Networking

Relationship management

Communication

Tools

CRM

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.

Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, and 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 7/30/18.

3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019

4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/

Compensation: $60,000 - $100,000 yearly

Qualifications

• Ability to successfully network to prospect new potential clients is a must
• Must have effective relationship management skills
• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required

Responsibilities

• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations