Financial Professional

New York Life - Central Jersey; Edison (NJ); On-site; USD 65,000 - 125,000; Full time

Job summary

An established industry player is seeking driven financial service professionals to join their growing team. This role offers the opportunity to make a positive impact on clients' financial futures by providing tailored advice and strategies. With a comprehensive training program and ongoing support, you will work alongside experienced agents to build a successful career. The company is recognized for its integrity and commitment to client success, ensuring you have the resources needed to thrive in a rewarding environment. If you are passionate about helping others achieve their financial goals, this position is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Long-term Disability Insurance

Group Term Life Insurance

Qualifications

• Uncompromising integrity and effective communication of complex ideas.
• Strong relationship management skills and ability to network.

Responsibilities

• Research and provide financial advice tailored to client needs.
• Help clients implement financial recommendations and plans.
• Leverage marketing tools to secure new clients.

Skills

Integrity

Communication

Networking

Relationship Management

Tools

CRM Software

Job description

New York Life - Central Jersey • Edison , NJ , US

Posted 2 days ago

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, 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

• 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
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
• Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional

Qualifications

• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
• Required to effectively network to identify potential new clients
• Strong relationship management skills and/or experience required

Compensation

$65,000 - $125,000 yearly

About New York Life - Central Jersey

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.