Financial Service Professional

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

Job summary

New York Life - Rob Ward Providence, RI invites you to join as a Financial Service Professional. This role begins with a comprehensive three-year training program, marketing support, prospecting and technical assistance to help you build a client base.

As part of a Fortune 100 company, you will provide financial recommendations, life insurance, annuities, and investments, with compensation starting at $125,000+, and a path to growth supported by experienced agents and managers.

Qualifications

• Relationship management skills are required.
• Required to effectively network to identify potential new clients.
• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required.
• Must be able to be in the office daily.

Responsibilities

• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
• 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
• Participate in educational meetings or seminars relevant to client risk tolerance and financial objectives before offering sound financial advice
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan

Skills

Relationship management

Networking

Communication

Integrity

Job description

Financial Service Professional

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.

Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial 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

Benefits

• 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.

Compensation

$125,000+

Responsibilities

• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products


• Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer


• 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


• Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice


• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan

Qualifications

• Relationship management skills are required


• Required to effectively network to identify potential new clients


• Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required


• 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.