Financial Consultant

New York Life - Roseville; Sacramento (CA); On-site; USD 85,000 - 125,000; Full time

Job summary

New York Life in Sacramento is seeking a self-motivated, driven professional with integrity to help clients achieve their long-term financial goals. Training, support, and development are provided as part of a three-year program in collaboration with established agents and managers.

Compensation ranges from $85,000 to $125,000 per year, with a focus on building a durable client base and providing comprehensive financial strategies.

Qualifications

• Strong relationship management skills are required to build long-term client partnerships.
• Uncompromising integrity and the ability to communicate complex ideas clearly are essential.
• Effective networking to identify potential new clients is necessary for success in this role.
• Must be located in the Greater Sacramento Region (Northern California) to be considered.

Responsibilities

• Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives.
• Work with each client to collect personal financial information including status, cash flow, and documentation in our CRM.
• Develop and implement tailored financial plans using our services while considering each client’s financial needs.
• Identify, seek out, and generate prospects using social media or other marketing tools and build relationships with new clients.
• Assist clients with decisions related to life insurance, mutual funds, and other financial products and services.

Skills

Relationship management

Integrity

Networking

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. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. 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 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/

Responsibilities

• Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
• Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
• Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances
• 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
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services

Qualifications

• Strong relationship management skills and/or experience required
• Must possess uncompromising integrity and the ability to communicate complex ideas
• Required to effectively network to identify potential new clients
• Must be located in Greater Sacramento Region (Northern California) to be considered

Compensation: $85,000 - $125,000 yearly

Compensation: $85,000-$125,000 per year