Financial Planner

New York Life - Powell; Melville (NY); On-site; USD 75,000 - 100,000; Full time

Job summary

Join a forward-thinking company dedicated to providing financial security and peace of mind. As a financial service professional, you will leverage your skills to help clients develop long-term strategies for achieving their financial goals. With a robust training program and ongoing support, you will work alongside successful agents to grow your clientele. This role offers a rewarding opportunity to make a positive impact on people's lives while enjoying competitive compensation and comprehensive benefits. If you're driven and passionate about helping others, this is the perfect opportunity for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Long-term Disability Insurance

Group Term Life Insurance

Qualifications

• Strong relationship management skills and experience required.
• Uncompromising integrity and effective communication of complex programs.

Responsibilities

• Leverage marketing and social media tools to secure new clients.
• Help clients implement financial recommendations based on their needs.

Skills

Relationship Management

Effective Communication

Networking

Tools

CRM Software

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.

About the Opportunity

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 our comprehensive financial products and services, you’ll help clients develop sound, long-term strategies to achieve their financial goals.

Training, Support, and Professional Development

We offer a comprehensive three-year training program, marketing support, prospecting, and technical assistance. Our programs enable you to work with highly successful, established agents and managers who assist in developing your clientele. As a Fortune 100 company, we provide robust resources and ongoing support.

About New York Life

We are among the strongest and most respected financial companies globally, holding the highest financial strength ratings from major agencies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s (Aaa), and Fitch (AAA). We have led the Million Dollar Round Table for 65 consecutive years, with more members than any other insurance or financial institution. Recognized as one of Fortune Magazine’s “World’s Most Admired Companies” in 2019, we are committed to excellence.

Legal and Compliance

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. We are an Equal Opportunity Employer M/F/D/V.

Benefits

Full-time agents and their dependents are eligible for medical, dental, vision, long-term disability, and group term life insurance. Benefits are subject to change at the company’s discretion.

Responsibilities

1. Leverage marketing and social media tools to identify, pursue, and secure new clients benefiting from trusted financial advice.
2. Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
3. Use a research-based approach to provide financial advice based on educational meetings and seminars, considering client risk tolerance and goals.
4. Collect and organize client financial information using a CRM to assess financial status and expectations.
5. Develop and implement tailored financial plans considering each client’s needs and life circumstances.

Qualifications

• Strong relationship management skills and/or experience required.
• Uncompromising integrity and effective communication of complex programs and ideas.
• Ability to network and prospect for new clients successfully.

Compensation

$75,000 - $100,000 annually.