FINANCIAL SERVICES REPRESENTATIVE/CONSULTANT

New York Life Insurance Company; Mobile (AL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

401(k) plan

Flexible health plans

Full training provided

Management opportunities

Job summary

A leading mutual insurance organization is seeking a Financial Services Representative/Consultant in Mobile, Alabama. This full-time position emphasizes providing customized financial advice and solutions to clients. Successful candidates will develop marketing strategies, prospect for clients, and have the opportunity to earn recognition and rewards for their achievements. The role is ideal for motivated individuals with an interest in financial services and consulting who thrive in a competitive atmosphere while helping clients achieve their goals. Excellent benefits and training opportunities are provided.

Qualifications

• Strong work ethic and ability to thrive in a competitive environment.
• Comfortable working with individuals from varied financial backgrounds.
• Motivated self-starter with an entrepreneurial mindset.

Responsibilities

• Provide objective financial advice tailored to client needs.
• Develop and implement customized business and marketing plans.
• Prospect for potential clients and discuss their financial needs.
• Present solutions using high-quality financial products and services.
• Participate in training programs to enhance professional skills.

Skills

Empathy

Outgoing personality

Interest in financial services

Ability to work with diverse backgrounds

Consulting

People from diverse backgrounds

Job description

FINANCIAL SERVICES REPRESENTATIVE/CONSULTANT

Full-time

Company Description

By continuing to be a mutual company, we are uniquely aligned with our clients. By acting with integrity and humanity, we earn their trust and loyalty. New York Life maintains a disciplined investment philosophy. Its guiding principles are consist of maintaining diversification. We do not take outsized stakes in any single investment opportunity, no matter how attractive it may appear and we conduct our own research. As a mutual company, New York Life’s investment decisions are not subject to shareholder pressures for quarterly profit gains. We will — and do — forsake the potential of short-term gains to preserve long-term safety. New York Life has the highest ratings for financial strength currently awarded to any life insurer by the four major rating agencies. This is a True Career Opportunity-Excellent Benefits-Full Training-Management Opportunities-The Opportunity to Make a Positive Impact on the Lives of Others. You work for yourself, but not by yourself. Find out why we call ourselves The Company You Keep®.

Job Description

Your clients may draw upon the services of you, the financial services professional, at New York Life for a number of reasons, but mostly for objective advice and access to your specialized expertise in the financial services industry. As a result of our company's exposure to numerous organizations, New York Life is also aware of the industries "best practices" giving you the knowledge that you need to keep clients properly informed. Our company brings its own proprietary methodologies or frameworks to guide the identification of problems and to serve as the basis for recommendations for more effective or efficient ways of conducting strategic needs analysis to help your clients achieve their goals. As a financial services representative, you will be thoroughly trained in all of these fields.

• You will be using strategies as "a system of finding, formulating, and developing complete needs analysis that will ensure long-term success for your clients if followed faithfully."
• You will develop and implement business and marketing plans
• You will customize your career path to match your personal goals.
• You will prospect for potential clients
• You will discuss financial concerns and needs of individuals
• You will present potential solutions using our world class suite of products and services, such as high quality life insurance, fixed annuities, long-term care insurance and other products for insurance and retirement planning needs.
• You will have a flexible benefits package that includes: 401(k), and choice of health plans.
• You will develop your professional skills and knowledge

This position is not only for those of us that enjoy helping others and gain the satisfaction of doing so, but also for those with a competitive edge. Our representatives are given the opportunity to enjoy recognition and rewards for their achievements. This is why we look for highly motivated individuals with an entrepreneurial background. Those who are self-starters and full of life do very well in this business. Join our team. Contact us if you live along the Gulf Coast Region and are willing to train in these regions (Mobile, AL and Baldwin Counties/Washington County; Mississippi Gulf Coast; Pensacola, FL).

Qualifications

• Our team must be hard working, FUN, empathetic, outgoing, interested in financial services and consulting, and comfortable working with people from ALL financial backgrounds and cultural markets.