Financial Services Consultant

New York Life Insurance Company

New York (NY)

Hybrid

USD 59,500 - 163,139

Full time

14 days+

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Flexible spending account

Life and disability insurance

Job summary

A leading financial services firm is seeking a Financial Services Consultant in New York. This hybrid role involves educating clients on financial products and building a personal practice with the support of a Fortune 100 company. The consultant will provide customized solutions through life insurance and investments. Compensation ranges significantly, rewarding performance, with opportunities for professional development and mentorship.

Qualifications

Minimum 3 years of sales experience in sales, customer service, or consulting (preferred).
Willingness to obtain required licenses within a reasonable time.
Desire for an entrepreneurial mindset and passion to help others.

Responsibilities

Understand the financial needs of clients and provide solutions.
Sell life and long-term care insurance.
Educate clients on financial planning.

Skills

Excellent communication and interpersonal skills

Sales knowledge

Strong knowledge of sales techniques

Education

Life, Accident, and Health license

Series 7, 66, or 63 license (preferred)

Job description

Financial Services Consultant

Location: New York, Manhattan

As a Financial Services Consultant at New York Life, you’ll provide clients with education, strategies, and products to secure their financial future, while building your own rewarding career. In this client-based role, you'll run your own practice with the support of a Fortune 100 company. You’ll offer customized solutions through life insurance, investments, and long-term care insurance. Your hard work will be valued and rewarded, helping you and your clients build a secure future. This position offers a hybrid work schedule, blending in-office work with community events, networking, and relationship-building.

Compensation: $59,500.00 - $163,139.00 per year + bonus incentives.

Qualifications

Excellent communication and interpersonal skills.
Minimum 3 years of sales experience in sales, customer service, or consulting (preferred).
Life, Accident, and Health license required or willingness to obtain within a reasonable time.
Series 7, 66, or 63 license preferred but not required.
A desire for an entrepreneurial mindset and a passion to help others.
Strong knowledge of sales techniques and strategies.

It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment.

Do you consider yourself to have these qualities?

Sales knowledge
Strong communication skills and ability to talk to anyone easily
Enjoy engaging in your community and networking
Self-starter and eager to learn new ideas

Responsibilities

Understanding the needs and financial concerns of clients and providing solutions.
Sell life insurance and long-term care insurance.
Educate clients on how to plan for their future financially if the event of unfortunate life circumstances occur.
Network and build your personal book of business through establishing professional networks and prospecting for new clients.
Cultivate quality relationships with clients to establish opportunities to help their family members pursue financial security.

Training & Development

Ongoing access to local managers, team member collaboration, and paired with a seasoned agent for mentorship.
Full-time trainers who are extremely proficient in teaching the information and skills needed to lead you to a successful career.
Support from corporate development managers and product consultants to assist you.
Access to state-of-the-art marketing support.
In conjunction within office trainings, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!
You can read in full about all benefits for our Financial Professional role here: https://www.nylbenefits.com/agents
We have Fast Track to Management opportunities for qualified professionals once established in the career.

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We had over 180 years of industry success. Some of our accolades include:

A promise to work with you to build a strong financial future for both you and your clients.
#71 on Fortune 100 in 2019.
Most MDRT2 members in any United States Mutual company 2019.
Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18.

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

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 terminate benefit plans at any time for any reason.

2.) 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.