Financial Consultant

New York Life - Rob Ward; Providence (RI); On-site; USD 113,000 - 138,000; Full time

Job summary

New York Life - Rob Ward Providence, Rhode Island, United States is seeking a Financial Consultant to help clients establish strong financial foundations through tailored insurance, annuity, and investment solutions.

You will build relationships, identify prospects, and create customized financial plans using our product suite. The role offers comprehensive training, strong support, and a path to long-term client stewardship within a Fortune 100 company.

Qualifications

• Ability to network and prospect for new clients.
• Strong relationship management skills.
• Ability to communicate complex concepts with integrity.
• Must be in the office daily.

Responsibilities

• Identify and secure new clients using marketing and social media.
• Create customized financial plans using the products and services we offer.
• Provide financial advice and strategies through educational meetings or seminars.
• Collect and organize each client’s financial information using a CRM to determine financial status, goals, and expectations.
• Help clients implement life insurance, savings plans, mutual funds, and other financial products.

Skills

Networking

Relationship mgmt

Explain complex concepts

Office presence

Tools

CRM software

Job description

Financial Consultant

New York Life - Rob Ward Providence, Rhode Island, United States

About this position

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, 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). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. 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

$125,000+

Responsibilities

• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products

Qualifications

• Must have the ability to successfully network and prospect for new clients
• Must have effective relationship management skills
• Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
• Must be able to be in the office daily

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.